MGLJX Mutual Fund

NAV$18.17

Returns Overview

1 Month
+2.95%
3 Months
+8.22%
6 Months
+11.54%
YTD
+13.78%
1 Year
+8.88%
3 Years (annualized)
+5.03%
5 Years (annualized)
+0.09%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLJX 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)
+13.78%
Peer Avg (YTD)
+11.24%
vs Peers
+2.53%

MGLJX Mutual Fund Performance

MGLJX performance across multiple time periods: 1-month 2.95%, YTD 13.78%, 1-year 8.88%, 3-year 5.03%, 5-year 0.09%, 10-year 11.25%.

MGLJX returns outperform 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.

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