MGXSX Mutual Fund

MGXSX Mutual Fund

NAV$19.63
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Returns Overview

1 Month
-1.62%
3 Months
-0.72%
6 Months
+14.43%
YTD
+11.16%
1 Year
+14.63%
3 Years (annualized)
+15.27%
5 Years (annualized)
+7.06%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGXSX 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)
+11.16%
Peer Avg (YTD)
+6.10%
vs Peers
+5.06%

MGXSX Mutual Fund Performance

MGXSX performance across multiple time periods: 1-month -1.62%, YTD 11.16%, 1-year 14.63%, 3-year 15.27%, 5-year 7.06%, 10-year 9.57%.

MGXSX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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