MGALX Mutual Fund

MGALX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
+1.41%
3 Months
+2.58%
6 Months
+4.51%
YTD
+8.43%
1 Year
+11.51%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.25%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGALX 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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+7.17%
vs Peers
+1.26%

MGALX Mutual Fund Performance

MGALX performance across multiple time periods: 1-month 1.41%, YTD 8.43%, 1-year 11.51%, 3-year 11.83%, 5-year 5.25%, 10-year 8.88%.

MGALX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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