MGLMX Mutual Fund

NAV$18.08

Returns Overview

1 Month
+2.32%
3 Months
+10.94%
6 Months
+9.50%
YTD
+9.50%
1 Year
+9.97%
3 Years (annualized)
+6.08%
5 Years (annualized)
+0.14%
10 Years (annualized)
+11.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+11.24%
vs Peers
-1.75%

MGLMX Mutual Fund Performance

MGLMX performance across multiple time periods: 1-month 2.32%, YTD 9.50%, 1-year 9.97%, 3-year 6.08%, 5-year 0.14%, 10-year 11.96%.

MGLMX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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