MGTSX Mutual Fund

NAV$37.15

Returns Overview

1 Month
+2.66%
3 Months
+20.50%
6 Months
+6.45%
YTD
+6.69%
1 Year
+1.99%
3 Years (annualized)
+21.66%
5 Years (annualized)
+5.93%
10 Years (annualized)
+15.87%

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
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

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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+8.97%
vs Peers
-2.28%

MGTSX Mutual Fund Performance

MGTSX performance across multiple time periods: 1-month 2.66%, YTD 6.69%, 1-year 1.99%, 3-year 21.66%, 5-year 5.93%, 10-year 15.87%.

MGTSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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