MAGRX Mutual Fund

MAGRX Mutual Fund

NAV$39.37
See how much of MAGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.03%
3 Months
+9.70%
6 Months
-0.32%
YTD
+16.38%
1 Year
+26.17%
3 Years (annualized)
+16.70%
5 Years (annualized)
+15.24%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+18.95%
vs Peers
-2.58%

MAGRX Mutual Fund Performance

MAGRX performance across multiple time periods: 1-month -6.03%, YTD 16.38%, 1-year 26.17%, 3-year 16.70%, 5-year 15.24%, 10-year 10.80%.

MAGRX returns trail the peer average of 18.95% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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