MGXSX Mutual Fund

MGXSX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
+1.08%
3 Months
+15.25%
6 Months
+12.54%
YTD
+11.96%
1 Year
+21.70%
3 Years (annualized)
+15.11%
5 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXSX 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)
+11.96%
Peer Avg (YTD)
+6.73%
vs Peers
+5.23%

MGXSX Mutual Fund Performance

MGXSX performance across multiple time periods: 1-month 1.08%, YTD 11.96%, 1-year 21.70%, 3-year 15.11%, 5-year 7.63%.

MGXSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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