MGIBX Mutual Fund

NAV$45.64

Returns Overview

1 Month
-1.86%
3 Months
+5.01%
6 Months
+4.52%
YTD
+4.06%
1 Year
+15.62%
3 Years (annualized)
+11.30%
5 Years (annualized)
+4.27%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGIBX 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
MSCI EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+8.97%
vs Peers
-4.91%

MGIBX Mutual Fund Performance

MGIBX performance across multiple time periods: 1-month -1.86%, YTD 4.06%, 1-year 15.62%, 3-year 11.30%, 5-year 4.27%, 10-year 7.92%.

MGIBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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