MGTSX Mutual Fund

MGTSX Mutual Fund

NAV$37.89
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Returns Overview

1 Month
-5.07%
3 Months
+4.91%
6 Months
+2.11%
YTD
+1.28%
1 Year
+0.34%
3 Years (annualized)
+17.59%
5 Years (annualized)
+5.41%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGTSX 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
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📉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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+6.23%
vs Peers
-4.95%

MGTSX Mutual Fund Performance

MGTSX performance across multiple time periods: 1-month -5.07%, YTD 1.28%, 1-year 0.34%, 3-year 17.59%, 5-year 5.41%, 10-year 14.57%.

MGTSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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