MGKAX Mutual Fund

MGKAX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
+0.09%
3 Months
-0.68%
6 Months
-2.33%
YTD
-0.68%
1 Year
+1.21%
3 Years (annualized)
+10.78%
5 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGKAX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+6.23%
vs Peers
-6.91%

MGKAX Mutual Fund Performance

MGKAX performance across multiple time periods: 1-month 0.09%, YTD -0.68%, 1-year 1.21%, 3-year 10.78%, 5-year 6.72%.

MGKAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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