MAGRX Mutual Fund

MAGRX Mutual Fund

NAV$38.65
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Returns Overview

1 Month
+9.83%
3 Months
+8.92%
6 Months
+3.36%
YTD
+25.71%
1 Year
+38.77%
3 Years (annualized)
+16.70%
5 Years (annualized)
+15.24%
10 Years (annualized)
+10.80%

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
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
S&P Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+25.71%
Peer Avg (YTD)
+24.82%
vs Peers
+0.89%

MAGRX Mutual Fund Performance

MAGRX performance across multiple time periods: 1-month 9.83%, YTD 25.71%, 1-year 38.77%, 3-year 16.70%, 5-year 15.24%, 10-year 10.80%.

MAGRX returns outperform the peer average of 24.82% 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.