MGXIX Mutual Fund

MGXIX Mutual Fund

NAV$20.40
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Returns Overview

1 Month
-1.61%
3 Months
-0.64%
6 Months
+14.72%
YTD
+11.55%
1 Year
+15.21%
3 Years (annualized)
+15.83%
5 Years (annualized)
+7.66%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXIX 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)
+11.55%
Peer Avg (YTD)
+6.10%
vs Peers
+5.45%

MGXIX Mutual Fund Performance

MGXIX performance across multiple time periods: 1-month -1.61%, YTD 11.55%, 1-year 15.21%, 3-year 15.83%, 5-year 7.66%, 10-year 10.19%.

MGXIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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