MGLMX Mutual Fund

MGLMX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
-5.53%
3 Months
-6.07%
6 Months
+4.21%
YTD
+2.86%
1 Year
+1.94%
3 Years (annualized)
+5.98%
5 Years (annualized)
-1.24%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLMX 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
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📉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)
+2.86%
Peer Avg (YTD)
+4.73%
vs Peers
-1.88%

MGLMX Mutual Fund Performance

MGLMX performance across multiple time periods: 1-month -5.53%, YTD 2.86%, 1-year 1.94%, 3-year 5.98%, 5-year -1.24%, 10-year 10.84%.

MGLMX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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