MAGRX Mutual Fund

MAGRX Mutual Fund

NAV$40.39
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Returns Overview

1 Month
+6.28%
3 Months
-3.21%
6 Months
+2.66%
YTD
+14.45%
1 Year
+34.39%
3 Years (annualized)
+10.98%
5 Years (annualized)
+12.28%
10 Years (annualized)
+9.66%

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
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📉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
S&P Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+14.45%
Peer Avg (YTD)
+17.07%
vs Peers
-2.62%

MAGRX Mutual Fund Performance

MAGRX performance across multiple time periods: 1-month 6.28%, YTD 14.45%, 1-year 34.39%, 3-year 10.98%, 5-year 12.28%, 10-year 9.66%.

MAGRX returns trail the peer average of 17.07% 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.