MGXAX Mutual Fund

MGXAX Mutual Fund

NAV$20.05
See how much of MGXAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.27%
3 Months
+4.07%
6 Months
+8.06%
YTD
+10.65%
1 Year
+19.99%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.42%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+6.57%
vs Peers
+4.08%

MGXAX Mutual Fund Performance

MGXAX performance across multiple time periods: 1-month -1.27%, YTD 10.65%, 1-year 19.99%, 3-year 13.64%, 5-year 7.42%, 10-year 9.56%.

MGXAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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