MGKAX Mutual Fund

MGKAX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
+0.75%
3 Months
+3.07%
6 Months
+2.37%
YTD
+2.37%
1 Year
+0.05%
3 Years (annualized)
+18.90%
5 Years (annualized)
+6.64%

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
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📉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)
+2.37%
Peer Avg (YTD)
+5.23%
vs Peers
-2.86%

MGKAX Mutual Fund Performance

MGKAX performance across multiple time periods: 1-month 0.75%, YTD 2.37%, 1-year 0.05%, 3-year 18.90%, 5-year 6.64%.

MGKAX returns trail the peer average of 5.23% 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.