MGKAX Mutual Fund

MGKAX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
-3.23%
3 Months
+2.39%
6 Months
+5.45%
YTD
+1.61%
1 Year
-0.43%
3 Years (annualized)
+14.61%
5 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGKAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+8.68%
vs Peers
-7.07%

MGKAX Mutual Fund Performance

MGKAX performance across multiple time periods: 1-month -3.23%, YTD 1.61%, 1-year -0.43%, 3-year 14.61%, 5-year 7.53%.

MGKAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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