MGLDX Mutual Fund

NAV$18.23

Returns Overview

1 Month
+2.30%
3 Months
+10.69%
6 Months
+8.93%
YTD
+8.93%
1 Year
+8.90%
3 Years (annualized)
+5.03%
5 Years (annualized)
-0.86%
10 Years (annualized)
+9.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+11.24%
vs Peers
-2.31%

MGLDX Mutual Fund Performance

MGLDX performance across multiple time periods: 1-month 2.30%, YTD 8.93%, 1-year 8.90%, 3-year 5.03%, 5-year -0.86%, 10-year 9.01%.

MGLDX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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