MGISX Mutual Fund

MGISX Mutual Fund

NAV$28.35
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Returns Overview

1 Month
-5.00%
3 Months
+3.88%
6 Months
+4.75%
YTD
-6.91%
1 Year
-10.93%
3 Years (annualized)
+2.51%
5 Years (annualized)
+1.43%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGISX 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
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-6.91%
Peer Avg (YTD)
+8.68%
vs Peers
-15.59%

MGISX Mutual Fund Performance

MGISX performance across multiple time periods: 1-month -5.00%, YTD -6.91%, 1-year -10.93%, 3-year 2.51%, 5-year 1.43%, 10-year 8.20%.

MGISX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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