MGLMX Mutual Fund

MGLMX Mutual Fund

NAV$17.65
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Returns Overview

1 Month
+3.17%
3 Months
+5.63%
6 Months
+10.50%
YTD
+12.97%
1 Year
+16.34%
3 Years (annualized)
+6.16%
5 Years (annualized)
-0.14%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLMX 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)
+12.97%
Peer Avg (YTD)
+12.53%
vs Peers
+0.44%

MGLMX Mutual Fund Performance

MGLMX performance across multiple time periods: 1-month 3.17%, YTD 12.97%, 1-year 16.34%, 3-year 6.16%, 5-year -0.14%, 10-year 4.53%.

MGLMX 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.

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