MGKCX Mutual Fund

NAV$11.42

Returns Overview

1 Month
-3.27%
3 Months
+2.81%
6 Months
-0.99%
YTD
-1.17%
1 Year
-0.61%
3 Years (annualized)
+11.38%
5 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGKCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-1.17%
Peer Avg (YTD)
+8.97%
vs Peers
-10.14%

MGKCX Mutual Fund Performance

MGKCX performance across multiple time periods: 1-month -3.27%, YTD -1.17%, 1-year -0.61%, 3-year 11.38%, 5-year 6.53%.

MGKCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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