MAGSX Mutual Fund

MAGSX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
+3.21%
3 Months
+3.75%
6 Months
+8.99%
YTD
+14.21%
1 Year
+19.63%
3 Years (annualized)
+13.49%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.88%

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
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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
Aggressive Allocation Fund Custom Index
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+7.17%
vs Peers
+7.04%

MAGSX Mutual Fund Performance

MAGSX performance across multiple time periods: 1-month 3.21%, YTD 14.21%, 1-year 19.63%, 3-year 13.49%, 5-year 6.30%, 10-year 7.88%.

MAGSX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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