MGLKX Mutual Fund

NAV$18.41

Returns Overview

1 Month
+2.32%
3 Months
+10.80%
6 Months
+9.22%
YTD
+9.22%
1 Year
+9.43%
3 Years (annualized)
+5.56%
5 Years (annualized)
-0.36%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLKX 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)
+9.22%
Peer Avg (YTD)
+11.24%
vs Peers
-2.02%

MGLKX Mutual Fund Performance

MGLKX performance across multiple time periods: 1-month 2.32%, YTD 9.22%, 1-year 9.43%, 3-year 5.56%, 5-year -0.36%, 10-year 11.44%.

MGLKX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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