MGXNX Mutual Fund

MGXNX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
-1.27%
3 Months
+4.08%
6 Months
+8.01%
YTD
+10.54%
1 Year
+19.79%
3 Years (annualized)
+13.44%
5 Years (annualized)
+7.25%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXNX 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)
+10.54%
Peer Avg (YTD)
+6.57%
vs Peers
+3.96%

MGXNX Mutual Fund Performance

MGXNX performance across multiple time periods: 1-month -1.27%, YTD 10.54%, 1-year 19.79%, 3-year 13.44%, 5-year 7.25%, 10-year 9.71%.

MGXNX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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