MGXCX Mutual Fund

MGXCX Mutual Fund

NAV$18.30
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Returns Overview

1 Month
-1.13%
3 Months
-0.70%
6 Months
+3.10%
YTD
+9.25%
1 Year
+11.27%
3 Years (annualized)
+16.27%
5 Years (annualized)
+5.66%
10 Years (annualized)
+8.96%

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)
+9.25%
Peer Avg (YTD)
+6.22%
vs Peers
+3.03%

MGXCX Mutual Fund Performance

MGXCX performance across multiple time periods: 1-month -1.13%, YTD 9.25%, 1-year 11.27%, 3-year 16.27%, 5-year 5.66%, 10-year 8.96%.

MGXCX returns outperform the peer average of 6.22% 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.