MGLDX Mutual Fund

MGLDX Mutual Fund

NAV$16.56
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Returns Overview

1 Month
-3.70%
3 Months
+1.55%
6 Months
+0.34%
YTD
+8.13%
1 Year
+6.70%
3 Years (annualized)
+4.93%
5 Years (annualized)
-2.22%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLDX 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)
+8.13%
Peer Avg (YTD)
+9.10%
vs Peers
-0.96%

MGLDX Mutual Fund Performance

MGLDX performance across multiple time periods: 1-month -3.70%, YTD 8.13%, 1-year 6.70%, 3-year 4.93%, 5-year -2.22%, 10-year 9.87%.

MGLDX returns trail the peer average of 9.10% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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