MGSMX Mutual Fund

MGSMX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-1.57%
3 Months
-1.49%
6 Months
-0.65%
YTD
-0.23%
1 Year
+0.24%
3 Years (annualized)
+3.51%
5 Years (annualized)
+1.81%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGSMX 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
PROUpgrade to run
🏦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
Bloomberg 3-Year (2-4 Municipal Bond) Index
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
-3.84%
vs Peers
+3.61%

MGSMX Mutual Fund Performance

MGSMX performance across multiple time periods: 1-month -1.57%, YTD -0.23%, 1-year 0.24%, 3-year 3.51%, 5-year 1.81%, 10-year 1.91%.

MGSMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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