MGTCX Mutual Fund

NAV$7.30

Returns Overview

1 Month
+2.83%
3 Months
+18.48%
6 Months
+11.88%
YTD
+10.74%
1 Year
+6.66%
3 Years (annualized)
+15.69%
5 Years (annualized)
+11.03%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGTCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+10.82%
vs Peers
-0.08%

MGTCX Mutual Fund Performance

MGTCX performance across multiple time periods: 1-month 2.83%, YTD 10.74%, 1-year 6.66%, 3-year 15.69%, 5-year 11.03%, 10-year 13.98%.

MGTCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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