MGFIX Mutual Fund

MGFIX Mutual Fund

NAV$20.86
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Returns Overview

1 Month
-2.95%
3 Months
-3.82%
6 Months
-2.64%
YTD
-3.07%
1 Year
-2.26%
3 Years (annualized)
+8.05%
5 Years (annualized)
+3.53%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.07%
Peer Avg (YTD)
+0.50%
vs Peers
-3.57%

MGFIX Mutual Fund Performance

MGFIX performance across multiple time periods: 1-month -2.95%, YTD -3.07%, 1-year -2.26%, 3-year 8.05%, 5-year 3.53%, 10-year 6.43%.

MGFIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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