MGISX Mutual Fund

MGISX Mutual Fund

NAV$28.97
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Returns Overview

1 Month
+6.16%
3 Months
+1.16%
6 Months
-2.78%
YTD
-4.87%
1 Year
-10.54%
3 Years (annualized)
+1.70%
5 Years (annualized)
+1.24%
10 Years (annualized)
+7.72%

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)
-4.87%
Peer Avg (YTD)
+6.23%
vs Peers
-11.10%

MGISX Mutual Fund Performance

MGISX performance across multiple time periods: 1-month 6.16%, YTD -4.87%, 1-year -10.54%, 3-year 1.70%, 5-year 1.24%, 10-year 7.72%.

MGISX returns trail the peer average of 6.23% 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.