MGTSX Mutual Fund

MGTSX Mutual Fund

NAV$36.80
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Returns Overview

1 Month
+4.29%
3 Months
+1.64%
6 Months
+8.35%
YTD
+5.63%
1 Year
+3.71%
3 Years (annualized)
+18.39%
5 Years (annualized)
+4.66%
10 Years (annualized)
+14.39%

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)
+5.63%
Peer Avg (YTD)
+8.51%
vs Peers
-2.88%

MGTSX Mutual Fund Performance

MGTSX performance across multiple time periods: 1-month 4.29%, YTD 5.63%, 1-year 3.71%, 3-year 18.39%, 5-year 4.66%, 10-year 14.39%.

MGTSX returns trail the peer average of 8.51% 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.