MGWIX Mutual Fund

MGWIX Mutual Fund

NAV$27.22
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Returns Overview

1 Month
+1.45%
3 Months
+2.72%
6 Months
+4.80%
YTD
+8.79%
1 Year
+12.08%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.19%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGWIX 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)
+8.79%
Peer Avg (YTD)
+7.17%
vs Peers
+1.62%

MGWIX Mutual Fund Performance

MGWIX performance across multiple time periods: 1-month 1.45%, YTD 8.79%, 1-year 12.08%, 3-year 13.13%, 5-year 6.19%, 10-year 9.65%.

MGWIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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