MGLRX Mutual Fund

NAV$18.11

Returns Overview

1 Month
+2.38%
3 Months
+10.92%
6 Months
+9.55%
YTD
+9.55%
1 Year
+10.08%
3 Years (annualized)
+6.17%
5 Years (annualized)
+0.22%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLRX 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
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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)
+9.55%
Peer Avg (YTD)
+11.24%
vs Peers
-1.70%

MGLRX Mutual Fund Performance

MGLRX performance across multiple time periods: 1-month 2.38%, YTD 9.55%, 1-year 10.08%, 3-year 6.17%, 5-year 0.22%, 10-year 4.49%.

MGLRX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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