MAGEX Mutual Fund

MAGEX Mutual Fund

NAV$26.80
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Returns Overview

1 Month
-2.65%
3 Months
-0.86%
6 Months
+7.51%
YTD
+5.71%
1 Year
+7.48%
3 Years (annualized)
+12.84%
5 Years (annualized)
+5.92%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+6.10%
vs Peers
-0.39%

MAGEX Mutual Fund Performance

MAGEX performance across multiple time periods: 1-month -2.65%, YTD 5.71%, 1-year 7.48%, 3-year 12.84%, 5-year 5.92%, 10-year 9.37%.

MAGEX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

MAGEX vs another fund shows side-by-side returns. MAGEX alternatives are available in the Mutual Fund Screener.