MGALX Mutual Fund

NAV$25.95

Returns Overview

1 Month
-0.38%
3 Months
+2.41%
6 Months
+2.61%
YTD
+5.66%
1 Year
+12.11%
3 Years (annualized)
+11.32%
5 Years (annualized)
+5.65%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGALX 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)
+5.66%
Peer Avg (YTD)
+6.73%
vs Peers
-1.07%

MGALX Mutual Fund Performance

MGALX performance across multiple time periods: 1-month -0.38%, YTD 5.66%, 1-year 12.11%, 3-year 11.32%, 5-year 5.65%, 10-year 9.03%.

MGALX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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