MGKQX Mutual Fund

MGKQX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-3.15%
3 Months
+3.09%
6 Months
-0.41%
YTD
-0.58%
1 Year
+0.49%
3 Years (annualized)
+12.66%
5 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGKQX 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)
-0.58%
Peer Avg (YTD)
+8.97%
vs Peers
-9.55%

MGKQX Mutual Fund Performance

MGKQX performance across multiple time periods: 1-month -3.15%, YTD -0.58%, 1-year 0.49%, 3-year 12.66%, 5-year 7.75%.

MGKQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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