MGHAX Mutual Fund

NAV$8.02

Returns Overview

1 Month
+0.40%
3 Months
+4.84%
6 Months
+2.17%
YTD
+2.43%
1 Year
+10.40%
3 Years (annualized)
+10.46%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGHAX 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

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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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+3.07%
vs Peers
-0.64%

MGHAX Mutual Fund Performance

MGHAX performance across multiple time periods: 1-month 0.40%, YTD 2.43%, 1-year 10.40%, 3-year 10.46%, 5-year 2.30%, 10-year 3.33%.

MGHAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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