MGXCX Mutual Fund

MGXCX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-1.70%
3 Months
-0.91%
6 Months
+14.04%
YTD
+10.50%
1 Year
+13.86%
3 Years (annualized)
+14.49%
5 Years (annualized)
+6.40%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXCX 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)
+10.50%
Peer Avg (YTD)
+6.10%
vs Peers
+4.40%

MGXCX Mutual Fund Performance

MGXCX performance across multiple time periods: 1-month -1.70%, YTD 10.50%, 1-year 13.86%, 3-year 14.49%, 5-year 6.40%, 10-year 9.06%.

MGXCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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