MAGMX Mutual Fund

MAGMX Mutual Fund

NAV$25.49
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Returns Overview

1 Month
-2.70%
3 Months
-1.02%
6 Months
+7.14%
YTD
+5.13%
1 Year
+6.69%
3 Years (annualized)
+12.01%
5 Years (annualized)
+5.13%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGMX 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)
+5.13%
Peer Avg (YTD)
+6.10%
vs Peers
-0.97%

MAGMX Mutual Fund Performance

MAGMX performance across multiple time periods: 1-month -2.70%, YTD 5.13%, 1-year 6.69%, 3-year 12.01%, 5-year 5.13%, 10-year 8.55%.

MAGMX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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