MGLCX Mutual Fund

NAV$18.38

Returns Overview

1 Month
+2.26%
3 Months
+10.61%
6 Months
+8.90%
YTD
+8.90%
1 Year
+8.86%
3 Years (annualized)
+5.02%
5 Years (annualized)
+0.09%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLCX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+11.24%
vs Peers
-2.34%

MGLCX Mutual Fund Performance

MGLCX performance across multiple time periods: 1-month 2.26%, YTD 8.90%, 1-year 8.86%, 3-year 5.02%, 5-year 0.09%, 10-year 10.28%.

MGLCX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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