MGLJX Mutual Fund

MGLJX Mutual Fund

NAV$17.58
See how much of MGLJX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.11%
3 Months
+5.35%
6 Months
+10.00%
YTD
+12.27%
1 Year
+15.23%
3 Years (annualized)
+5.11%
5 Years (annualized)
-0.19%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLJX 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

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)
+12.27%
Peer Avg (YTD)
+12.53%
vs Peers
-0.26%

MGLJX Mutual Fund Performance

MGLJX performance across multiple time periods: 1-month 3.11%, YTD 12.27%, 1-year 15.23%, 3-year 5.11%, 5-year -0.19%, 10-year 3.49%.

MGLJX 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.

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