MGLAX Mutual Fund

MGLAX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
-5.62%
3 Months
-6.21%
6 Months
+3.98%
YTD
+2.55%
1 Year
+1.63%
3 Years (annualized)
+5.73%
5 Years (annualized)
-1.49%
10 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLAX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+4.73%
vs Peers
-2.18%

MGLAX Mutual Fund Performance

MGLAX performance across multiple time periods: 1-month -5.62%, YTD 2.55%, 1-year 1.63%, 3-year 5.73%, 5-year -1.49%, 10-year 4.16%.

MGLAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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