MGAFX Mutual Fund

MGAFX Mutual Fund

NAV$23.33
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Returns Overview

1 Month
+1.97%
3 Months
+2.02%
6 Months
+7.61%
YTD
+11.97%
1 Year
+18.13%
3 Years (annualized)
+14.48%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGAFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+7.17%
vs Peers
+4.80%

MGAFX Mutual Fund Performance

MGAFX performance across multiple time periods: 1-month 1.97%, YTD 11.97%, 1-year 18.13%, 3-year 14.48%, 5-year 7.00%, 10-year 9.24%.

MGAFX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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