MGXCX Mutual Fund

MGXCX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-1.34%
3 Months
+3.83%
6 Months
+7.58%
YTD
+10.02%
1 Year
+18.86%
3 Years (annualized)
+12.60%
5 Years (annualized)
+6.44%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXCX 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)
+10.02%
Peer Avg (YTD)
+6.57%
vs Peers
+3.45%

MGXCX Mutual Fund Performance

MGXCX performance across multiple time periods: 1-month -1.34%, YTD 10.02%, 1-year 18.86%, 3-year 12.60%, 5-year 6.44%, 10-year 9.26%.

MGXCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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