MGLJX Mutual Fund

MGLJX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-5.67%
3 Months
-6.33%
6 Months
+3.63%
YTD
+2.00%
1 Year
+0.88%
3 Years (annualized)
+4.94%
5 Years (annualized)
-2.21%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLJX 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)
+2.00%
Peer Avg (YTD)
+4.73%
vs Peers
-2.73%

MGLJX Mutual Fund Performance

MGLJX performance across multiple time periods: 1-month -5.67%, YTD 2.00%, 1-year 0.88%, 3-year 4.94%, 5-year -2.21%, 10-year 9.77%.

MGLJX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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