MAGEX Mutual Fund

MAGEX Mutual Fund

NAV$26.97
See how much of MAGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
+2.64%
6 Months
+4.93%
YTD
+7.06%
1 Year
+12.54%
3 Years (annualized)
+11.61%
5 Years (annualized)
+6.04%
10 Years (annualized)
+9.23%

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
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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+6.57%
vs Peers
+0.49%

MAGEX Mutual Fund Performance

MAGEX performance across multiple time periods: 1-month 0.41%, YTD 7.06%, 1-year 12.54%, 3-year 11.61%, 5-year 6.04%, 10-year 9.23%.

MAGEX returns outperform the peer average of 6.57% 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.