MTGAX Mutual Fund

NAV$8.01

Returns Overview

1 Month
+1.35%
3 Months
+1.90%
6 Months
+5.01%
YTD
+5.01%
1 Year
+9.30%
3 Years (annualized)
+5.42%
5 Years (annualized)
+2.96%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTGAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+2.93%
vs Peers
+2.09%

MTGAX Mutual Fund Performance

MTGAX performance across multiple time periods: 1-month 1.35%, YTD 5.01%, 1-year 9.30%, 3-year 5.42%, 5-year 2.96%, 10-year 3.37%.

MTGAX returns outperform the peer average of 2.93% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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