MGIAX Mutual Fund

NAV$49.38
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Returns Overview

1 Month
-1.78%
3 Months
+5.22%
6 Months
+4.91%
YTD
+4.43%
1 Year
+16.50%
3 Years (annualized)
+12.45%
5 Years (annualized)
+5.23%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGIAX 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 EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+8.97%
vs Peers
-4.54%

MGIAX Mutual Fund Performance

MGIAX performance across multiple time periods: 1-month -1.78%, YTD 4.43%, 1-year 16.50%, 3-year 12.45%, 5-year 5.23%, 10-year 8.83%.

MGIAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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