MGLAX Mutual Fund

MGLAX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
+3.13%
3 Months
+5.54%
6 Months
+10.36%
YTD
+12.76%
1 Year
+16.06%
3 Years (annualized)
+5.90%
5 Years (annualized)
-0.41%
10 Years (annualized)
+4.27%

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
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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+12.76%
Peer Avg (YTD)
+12.53%
vs Peers
+0.23%

MGLAX Mutual Fund Performance

MGLAX performance across multiple time periods: 1-month 3.13%, YTD 12.76%, 1-year 16.06%, 3-year 5.90%, 5-year -0.41%, 10-year 4.27%.

MGLAX returns outperform the peer average of 12.53% 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.