MGISX Mutual Fund

MGISX Mutual Fund

NAV$29.34
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Returns Overview

1 Month
+3.99%
3 Months
+1.75%
6 Months
+2.93%
YTD
-3.20%
1 Year
-4.42%
3 Years (annualized)
+4.65%
5 Years (annualized)
+0.78%
10 Years (annualized)
+8.29%

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)
-3.20%
Peer Avg (YTD)
+5.23%
vs Peers
-8.43%

MGISX Mutual Fund Performance

MGISX performance across multiple time periods: 1-month 3.99%, YTD -3.20%, 1-year -4.42%, 3-year 4.65%, 5-year 0.78%, 10-year 8.29%.

MGISX returns trail the peer average of 5.23% 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.