MGINX Mutual Fund

NAV$11.52

Returns Overview

1 Month
-1.38%
3 Months
+2.71%
6 Months
+3.06%
YTD
+2.70%
1 Year
+10.18%
3 Years (annualized)
+8.28%
5 Years (annualized)
+4.70%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGINX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+3.47%
vs Peers
-0.77%

MGINX Mutual Fund Performance

MGINX performance across multiple time periods: 1-month -1.38%, YTD 2.70%, 1-year 10.18%, 3-year 8.28%, 5-year 4.70%, 10-year 6.04%.

MGINX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

MGINX performance comparison shows side-by-side returns with another fund. MGINX alternatives are available in the Mutual Fund Screener.