MGHRX Mutual Fund

MGHRX Mutual Fund

NAV$72.32
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Returns Overview

1 Month
+9.73%
3 Months
-1.16%
6 Months
+11.08%
YTD
-0.65%
1 Year
-2.26%
3 Years (annualized)
+27.59%
5 Years (annualized)
-1.31%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGHRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
+14.35%
vs Peers
-15.00%

MGHRX Mutual Fund Performance

MGHRX performance across multiple time periods: 1-month 9.73%, YTD -0.65%, 1-year -2.26%, 3-year 27.59%, 5-year -1.31%, 10-year 14.53%.

MGHRX returns trail the peer average of 14.35% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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