MGLCX Mutual Fund

MGLCX Mutual Fund

NAV$17.84
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Returns Overview

1 Month
+3.12%
3 Months
+5.33%
6 Months
+9.99%
YTD
+12.30%
1 Year
+15.18%
3 Years (annualized)
+5.11%
5 Years (annualized)
-0.19%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLCX 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)
+12.30%
Peer Avg (YTD)
+12.53%
vs Peers
-0.23%

MGLCX Mutual Fund Performance

MGLCX performance across multiple time periods: 1-month 3.12%, YTD 12.30%, 1-year 15.18%, 3-year 5.11%, 5-year -0.19%, 10-year 3.49%.

MGLCX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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