MGTSX Mutual Fund

NAV$33.61

Returns Overview

1 Month
-1.03%
3 Months
-4.53%
6 Months
-1.73%
YTD
-0.81%
1 Year
+4.22%
3 Years
+24.62%
5 Years
+5.99%
10 Years
+15.33%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MGTSX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
+0.87%
vs Peers
-1.68%

MGTSX Mutual Fund Performance

MGTSX performance across multiple time periods: 1-month -1.03%, YTD -0.81%, 1-year 4.22%, 3-year 24.62%, 5-year 5.99%, 10-year 15.33%.

MGTSX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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