MGSEX Mutual Fund

MGSEX Mutual Fund

NAV$107.11
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Returns Overview

1 Month
-0.86%
3 Months
-12.07%
6 Months
+20.29%
YTD
+25.70%
1 Year
+33.90%
3 Years (annualized)
+25.29%
5 Years (annualized)
+4.96%
10 Years (annualized)
+16.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGSEX 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 AC Asia Pacific ex Japan Index(.dMISX00000NUS)
This Mutual Fund (YTD)
+25.70%
Peer Avg (YTD)
+23.11%
vs Peers
+2.59%

MGSEX Mutual Fund Performance

MGSEX performance across multiple time periods: 1-month -0.86%, YTD 25.70%, 1-year 33.90%, 3-year 25.29%, 5-year 4.96%, 10-year 16.35%.

MGSEX returns outperform the peer average of 23.11% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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