MGLIX Mutual Fund

MGLIX Mutual Fund

NAV$16.54
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Returns Overview

1 Month
-3.63%
3 Months
+1.74%
6 Months
+0.86%
YTD
+8.83%
1 Year
+7.75%
3 Years (annualized)
+8.60%
5 Years (annualized)
+1.71%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLIX 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)
+8.83%
Peer Avg (YTD)
+9.10%
vs Peers
-0.27%

MGLIX Mutual Fund Performance

MGLIX performance across multiple time periods: 1-month -3.63%, YTD 8.83%, 1-year 7.75%, 3-year 8.60%, 5-year 1.71%, 10-year 8.34%.

MGLIX returns trail the peer average of 9.10% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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