MAGSX Mutual Fund

MAGSX Mutual Fund

NAV$13.85
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Returns Overview

1 Month
-0.22%
3 Months
+4.28%
6 Months
+7.98%
YTD
+10.66%
1 Year
+19.02%
3 Years (annualized)
+11.66%
5 Years (annualized)
+5.76%
10 Years (annualized)
+7.55%

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
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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)
+10.66%
Peer Avg (YTD)
+6.57%
vs Peers
+4.09%

MAGSX Mutual Fund Performance

MAGSX performance across multiple time periods: 1-month -0.22%, YTD 10.66%, 1-year 19.02%, 3-year 11.66%, 5-year 5.76%, 10-year 7.55%.

MAGSX returns outperform the peer average of 6.57% 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.