MAGSX Mutual Fund

NAV$13.75

Returns Overview

1 Month
+0.75%
3 Months
+12.58%
6 Months
+11.55%
YTD
+10.91%
1 Year
+21.29%
3 Years (annualized)
+12.83%
5 Years (annualized)
+5.87%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAGSX 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
Aggressive Allocation Fund Custom Index
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+6.73%
vs Peers
+4.18%

MAGSX Mutual Fund Performance

MAGSX performance across multiple time periods: 1-month 0.75%, YTD 10.91%, 1-year 21.29%, 3-year 12.83%, 5-year 5.87%, 10-year 7.86%.

MAGSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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