MAGJX Mutual Fund

MAGJX Mutual Fund

NAV$26.91
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Returns Overview

1 Month
-2.65%
3 Months
-0.81%
6 Months
+7.63%
YTD
+5.88%
1 Year
+7.74%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.19%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGJX 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)
+5.88%
Peer Avg (YTD)
+6.10%
vs Peers
-0.22%

MAGJX Mutual Fund Performance

MAGJX performance across multiple time periods: 1-month -2.65%, YTD 5.88%, 1-year 7.74%, 3-year 13.13%, 5-year 6.19%, 10-year 9.68%.

MAGJX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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