MGLDX Mutual Fund

MGLDX Mutual Fund

NAV$17.13
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Returns Overview

1 Month
+3.09%
3 Months
+5.34%
6 Months
+9.94%
YTD
+12.29%
1 Year
+15.17%
3 Years (annualized)
+5.12%
5 Years (annualized)
-1.15%
10 Years (annualized)
+3.50%

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
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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)
+12.29%
Peer Avg (YTD)
+12.53%
vs Peers
-0.24%

MGLDX Mutual Fund Performance

MGLDX performance across multiple time periods: 1-month 3.09%, YTD 12.29%, 1-year 15.17%, 3-year 5.12%, 5-year -1.15%, 10-year 3.50%.

MGLDX 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.

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