MAGJX Mutual Fund

MAGJX Mutual Fund

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

Returns Overview

1 Month
+0.52%
3 Months
-0.70%
6 Months
+1.97%
YTD
+6.44%
1 Year
+8.14%
3 Years (annualized)
+14.79%
5 Years (annualized)
+5.60%
10 Years (annualized)
+9.64%

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
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)
+6.44%
Peer Avg (YTD)
+6.22%
vs Peers
+0.22%

MAGJX Mutual Fund Performance

MAGJX performance across multiple time periods: 1-month 0.52%, YTD 6.44%, 1-year 8.14%, 3-year 14.79%, 5-year 5.60%, 10-year 9.64%.

MAGJX returns outperform the peer average of 6.22% 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.