MAGQX Mutual Fund

NAV$27.56

Returns Overview

1 Month
+0.40%
3 Months
+2.68%
6 Months
+5.03%
YTD
+7.20%
1 Year
+12.69%
3 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGQX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+6.73%
vs Peers
+0.47%

MAGQX Mutual Fund Performance

MAGQX performance across multiple time periods: 1-month 0.40%, YTD 7.20%, 1-year 12.69%, 3-year 11.98%.

MAGQX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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