MGHIX Mutual Fund

NAV$8.03

Returns Overview

1 Month
+0.43%
3 Months
+4.78%
6 Months
+2.38%
YTD
+2.50%
1 Year
+10.77%
3 Years (annualized)
+10.79%
5 Years (annualized)
+2.61%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGHIX 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)
+2.50%
Peer Avg (YTD)
+3.07%
vs Peers
-0.57%

MGHIX Mutual Fund Performance

MGHIX performance across multiple time periods: 1-month 0.43%, YTD 2.50%, 1-year 10.77%, 3-year 10.79%, 5-year 2.61%, 10-year 3.62%.

MGHIX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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