MGGAX Mutual Fund

MGGAX Mutual Fund

NAV$8.31

Returns Overview

1 Month
+0.12%
3 Months
+0.12%
6 Months
-0.22%
YTD
+1.17%
1 Year
+5.51%
3 Years (annualized)
+1.71%
5 Years (annualized)
-0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGGAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays MSCI Green Bond Index(^BBMSCIGB)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+1.88%
vs Peers
-0.71%

MGGAX Mutual Fund Performance

MGGAX performance across multiple time periods: 1-month 0.12%, YTD 1.17%, 1-year 5.51%, 3-year 1.71%, 5-year -0.71%.

MGGAX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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