MGFYX Mutual Fund

NAV$8.28
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Returns Overview

1 Month
+1.21%
3 Months
+21.24%
6 Months
+9.10%
YTD
+8.68%
1 Year
+16.33%
3 Years (annualized)
+16.52%
5 Years (annualized)
+12.74%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+8.97%
vs Peers
-0.29%

MGFYX Mutual Fund Performance

MGFYX performance across multiple time periods: 1-month 1.21%, YTD 8.68%, 1-year 16.33%, 3-year 16.52%, 5-year 12.74%, 10-year 14.62%.

MGFYX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

MGFYX performance comparison shows side-by-side returns with another fund. MGFYX alternatives are available in the Mutual Fund Screener.