MGXIX Mutual Fund

NAV$20.55

Returns Overview

1 Month
+1.14%
3 Months
+15.45%
6 Months
+12.83%
YTD
+12.27%
1 Year
+22.33%
3 Years (annualized)
+15.69%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.61%

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
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)
+12.27%
Peer Avg (YTD)
+6.73%
vs Peers
+5.54%

MGXIX Mutual Fund Performance

MGXIX performance across multiple time periods: 1-month 1.14%, YTD 12.27%, 1-year 22.33%, 3-year 15.69%, 5-year 8.24%, 10-year 10.61%.

MGXIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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