MGKIX Mutual Fund

MGKIX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
+0.17%
3 Months
-0.50%
6 Months
-2.12%
YTD
-0.42%
1 Year
+1.67%
3 Years (annualized)
+11.20%
5 Years (annualized)
+7.11%

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
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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)
-0.42%
Peer Avg (YTD)
+6.23%
vs Peers
-6.65%

MGKIX Mutual Fund Performance

MGKIX performance across multiple time periods: 1-month 0.17%, YTD -0.42%, 1-year 1.67%, 3-year 11.20%, 5-year 7.11%.

MGKIX returns trail the peer average of 6.23% 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.