MGWRX Mutual Fund

MGWRX Mutual Fund

NAV$58.36
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Returns Overview

1 Month
+3.01%
3 Months
+2.89%
6 Months
+0.33%
YTD
-0.70%
1 Year
+2.00%
3 Years (annualized)
+6.39%
5 Years (annualized)
+3.33%
10 Years (annualized)
+10.00%

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)
-0.70%
Peer Avg (YTD)
+6.23%
vs Peers
-6.93%

MGWRX Mutual Fund Performance

MGWRX performance across multiple time periods: 1-month 3.01%, YTD -0.70%, 1-year 2.00%, 3-year 6.39%, 5-year 3.33%, 10-year 10.00%.

MGWRX returns trail the peer average of 6.23% 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.