MGKIX Mutual Fund

MGKIX Mutual Fund

NAV$12.45
See how much of MGKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.73%
3 Months
+3.09%
6 Months
+2.57%
YTD
+2.66%
1 Year
+0.38%
3 Years (annualized)
+19.31%
5 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGKIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+5.23%
vs Peers
-2.57%

MGKIX Mutual Fund Performance

MGKIX performance across multiple time periods: 1-month 0.73%, YTD 2.66%, 1-year 0.38%, 3-year 19.31%, 5-year 7.01%.

MGKIX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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