MGLIX Mutual Fund

MGLIX Mutual Fund

NAV$16.76
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Returns Overview

1 Month
+3.18%
3 Months
+5.64%
6 Months
+10.52%
YTD
+12.93%
1 Year
+16.39%
3 Years (annualized)
+6.16%
5 Years (annualized)
-0.15%
10 Years (annualized)
+4.53%

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)
+12.93%
Peer Avg (YTD)
+12.53%
vs Peers
+0.40%

MGLIX Mutual Fund Performance

MGLIX performance across multiple time periods: 1-month 3.18%, YTD 12.93%, 1-year 16.39%, 3-year 6.16%, 5-year -0.15%, 10-year 4.53%.

MGLIX returns outperform the peer average of 12.53% 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.