MGWIX Mutual Fund

NAV$27.54

Returns Overview

1 Month
+0.36%
3 Months
+2.65%
6 Months
+4.99%
YTD
+7.16%
1 Year
+12.67%
3 Years (annualized)
+11.90%
5 Years (annualized)
+6.20%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGWIX 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)
+7.16%
Peer Avg (YTD)
+6.73%
vs Peers
+0.43%

MGWIX Mutual Fund Performance

MGWIX performance across multiple time periods: 1-month 0.36%, YTD 7.16%, 1-year 12.67%, 3-year 11.90%, 5-year 6.20%, 10-year 9.58%.

MGWIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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