MGALX Mutual Fund

MGALX Mutual Fund

NAV$26.01
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Returns Overview

1 Month
-2.67%
3 Months
-0.92%
6 Months
+7.37%
YTD
+5.54%
1 Year
+7.25%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.25%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGALX 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)
+5.54%
Peer Avg (YTD)
+6.10%
vs Peers
-0.56%

MGALX Mutual Fund Performance

MGALX performance across multiple time periods: 1-month -2.67%, YTD 5.54%, 1-year 7.25%, 3-year 11.83%, 5-year 5.25%, 10-year 8.88%.

MGALX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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