MGWRX Mutual Fund

MGWRX Mutual Fund

NAV$59.91
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Returns Overview

1 Month
+1.94%
3 Months
+0.65%
6 Months
+3.56%
YTD
-0.05%
1 Year
+0.20%
3 Years (annualized)
+10.51%
5 Years (annualized)
+3.23%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGWRX 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 All Country World Index (net div)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+5.23%
vs Peers
-5.28%

MGWRX Mutual Fund Performance

MGWRX performance across multiple time periods: 1-month 1.94%, YTD -0.05%, 1-year 0.20%, 3-year 10.51%, 5-year 3.23%, 10-year 10.42%.

MGWRX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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