MGXAX Mutual Fund

MGXAX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
-1.61%
3 Months
-0.66%
6 Months
+14.60%
YTD
+11.33%
1 Year
+14.91%
3 Years (annualized)
+15.55%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+6.10%
vs Peers
+5.23%

MGXAX Mutual Fund Performance

MGXAX performance across multiple time periods: 1-month -1.61%, YTD 11.33%, 1-year 14.91%, 3-year 15.55%, 5-year 7.39%, 10-year 10.08%.

MGXAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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