MAGKX Mutual Fund

NAV$18.20

Returns Overview

1 Month
+6.80%
3 Months
+24.70%
6 Months
+25.20%
YTD
+24.20%
1 Year
+40.36%
3 Years (annualized)
+15.89%
5 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+24.20%
Peer Avg (YTD)
+18.52%
vs Peers
+5.67%

MAGKX Mutual Fund Performance

MAGKX performance across multiple time periods: 1-month 6.80%, YTD 24.20%, 1-year 40.36%, 3-year 15.89%, 5-year 4.42%.

MAGKX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

MAGKX performance comparison shows side-by-side returns with another fund. MAGKX alternatives are available in the Mutual Fund Screener.