MGXIX Mutual Fund

MGXIX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
-1.28%
3 Months
+4.15%
6 Months
+8.20%
YTD
+10.83%
1 Year
+20.29%
3 Years (annualized)
+13.91%
5 Years (annualized)
+7.69%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXIX 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)
+10.83%
Peer Avg (YTD)
+6.57%
vs Peers
+4.26%

MGXIX Mutual Fund Performance

MGXIX performance across multiple time periods: 1-month -1.28%, YTD 10.83%, 1-year 20.29%, 3-year 13.91%, 5-year 7.69%, 10-year 10.00%.

MGXIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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