MGKAX Mutual Fund

MGKAX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
-3.22%
3 Months
+2.99%
6 Months
-0.59%
YTD
-0.76%
1 Year
+0.13%
3 Years (annualized)
+14.03%
5 Years (annualized)
+8.76%

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)
-0.76%
Peer Avg (YTD)
+8.97%
vs Peers
-9.73%

MGKAX Mutual Fund Performance

MGKAX performance across multiple time periods: 1-month -3.22%, YTD -0.76%, 1-year 0.13%, 3-year 14.03%, 5-year 8.76%.

MGKAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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