MGLAX Mutual Fund

MGLAX Mutual Fund

NAV$17.30
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Returns Overview

1 Month
+2.55%
3 Months
-6.74%
6 Months
-1.57%
YTD
+5.17%
1 Year
+5.81%
3 Years (annualized)
+8.82%
5 Years (annualized)
-2.02%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLAX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+7.23%
vs Peers
-2.06%

MGLAX Mutual Fund Performance

MGLAX performance across multiple time periods: 1-month 2.55%, YTD 5.17%, 1-year 5.81%, 3-year 8.82%, 5-year -2.02%, 10-year 4.37%.

MGLAX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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