MGTCX Mutual Fund

MGTCX Mutual Fund

NAV$7.72
See what you own twice
Check MGTCX against your other funds. Free for up to 5.
Check my overlap

Returns Overview

1 Month
-5.64%
3 Months
+3.60%
6 Months
+7.46%
YTD
+5.57%
1 Year
+0.01%
3 Years (annualized)
+10.62%
5 Years (annualized)
+2.27%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGTCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+9.54%
vs Peers
-3.97%

MGTCX Mutual Fund Performance

MGTCX performance across multiple time periods: 1-month -5.64%, YTD 5.57%, 1-year 0.01%, 3-year 10.62%, 5-year 2.27%, 10-year 8.45%.

MGTCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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