MGXCX Mutual Fund

NAV$18.88

Returns Overview

1 Month
+1.03%
3 Months
+15.09%
6 Months
+12.12%
YTD
+11.52%
1 Year
+20.84%
3 Years (annualized)
+14.33%
5 Years (annualized)
+6.97%
10 Years (annualized)
+9.87%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+6.73%
vs Peers
+4.79%

MGXCX Mutual Fund Performance

MGXCX performance across multiple time periods: 1-month 1.03%, YTD 11.52%, 1-year 20.84%, 3-year 14.33%, 5-year 6.97%, 10-year 9.87%.

MGXCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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