MAGWX Mutual Fund

NAV$27.12

Returns Overview

1 Month
+0.37%
3 Months
+2.61%
6 Months
+4.87%
YTD
+7.02%
1 Year
+12.37%
3 Years (annualized)
+11.62%
5 Years (annualized)
+5.92%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGWX 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)
+7.02%
Peer Avg (YTD)
+6.73%
vs Peers
+0.30%

MAGWX Mutual Fund Performance

MAGWX performance across multiple time periods: 1-month 0.37%, YTD 7.02%, 1-year 12.37%, 3-year 11.62%, 5-year 5.92%, 10-year 9.30%.

MAGWX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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