MGWRX Mutual Fund

MGWRX Mutual Fund

NAV$58.95
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Returns Overview

1 Month
-2.70%
3 Months
+1.71%
6 Months
+8.26%
YTD
-1.95%
1 Year
-0.70%
3 Years (annualized)
+7.62%
5 Years (annualized)
+3.42%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGWRX 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 All Country World Index (net div)
This Mutual Fund (YTD)
-1.95%
Peer Avg (YTD)
+8.68%
vs Peers
-10.63%

MGWRX Mutual Fund Performance

MGWRX performance across multiple time periods: 1-month -2.70%, YTD -1.95%, 1-year -0.70%, 3-year 7.62%, 5-year 3.42%, 10-year 10.13%.

MGWRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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