MGHRX Mutual Fund

MGHRX Mutual Fund

NAV$69.73
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Returns Overview

1 Month
-7.80%
3 Months
-2.07%
6 Months
-2.00%
YTD
-9.46%
1 Year
-7.77%
3 Years (annualized)
+19.75%
5 Years (annualized)
-2.70%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGHRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-9.46%
Peer Avg (YTD)
+11.56%
vs Peers
-21.02%

MGHRX Mutual Fund Performance

MGHRX performance across multiple time periods: 1-month -7.80%, YTD -9.46%, 1-year -7.77%, 3-year 19.75%, 5-year -2.70%, 10-year 14.53%.

MGHRX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

MGHRX vs another fund shows side-by-side returns. MGHRX alternatives are available in the Mutual Fund Screener.