MGLKX Mutual Fund

MGLKX Mutual Fund

NAV$16.34
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Returns Overview

1 Month
-5.59%
3 Months
-6.23%
6 Months
+3.89%
YTD
+2.41%
1 Year
+1.39%
3 Years (annualized)
+5.46%
5 Years (annualized)
-1.74%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLKX 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)
+2.41%
Peer Avg (YTD)
+4.73%
vs Peers
-2.32%

MGLKX Mutual Fund Performance

MGLKX performance across multiple time periods: 1-month -5.59%, YTD 2.41%, 1-year 1.39%, 3-year 5.46%, 5-year -1.74%, 10-year 10.35%.

MGLKX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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