MGKQX Mutual Fund

MGKQX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
-3.15%
3 Months
+2.58%
6 Months
+5.76%
YTD
+1.99%
1 Year
+0.05%
3 Years (annualized)
+15.12%
5 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGKQX 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)
+1.99%
Peer Avg (YTD)
+8.68%
vs Peers
-6.69%

MGKQX Mutual Fund Performance

MGKQX performance across multiple time periods: 1-month -3.15%, YTD 1.99%, 1-year 0.05%, 3-year 15.12%, 5-year 7.97%.

MGKQX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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