MGSEX Mutual Fund

MGSEX Mutual Fund

NAV$96.61
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Returns Overview

1 Month
-10.57%
3 Months
-7.21%
6 Months
-13.83%
YTD
+12.42%
1 Year
+13.71%
3 Years (annualized)
+24.25%
5 Years (annualized)
+2.63%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGSEX 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
MSCI AC Asia Pacific ex Japan Index(.dMISX00000NUS)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+12.35%
vs Peers
+0.07%

MGSEX Mutual Fund Performance

MGSEX performance across multiple time periods: 1-month -10.57%, YTD 12.42%, 1-year 13.71%, 3-year 24.25%, 5-year 2.63%, 10-year 10.71%.

MGSEX returns outperform the peer average of 12.35% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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