MGXAX Mutual Fund

MGXAX Mutual Fund

NAV$20.06
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Returns Overview

1 Month
+1.13%
3 Months
+15.36%
6 Months
+12.65%
YTD
+12.07%
1 Year
+21.96%
3 Years (annualized)
+15.40%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.16%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+6.73%
vs Peers
+5.35%

MGXAX Mutual Fund Performance

MGXAX performance across multiple time periods: 1-month 1.13%, YTD 12.07%, 1-year 21.96%, 3-year 15.40%, 5-year 7.96%, 10-year 10.16%.

MGXAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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