MGWIX Mutual Fund

MGWIX Mutual Fund

NAV$27.91
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Returns Overview

1 Month
+0.44%
3 Months
+2.72%
6 Months
+5.07%
YTD
+7.24%
1 Year
+12.86%
3 Years (annualized)
+11.88%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.51%

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)
+7.24%
Peer Avg (YTD)
+6.57%
vs Peers
+0.67%

MGWIX Mutual Fund Performance

MGWIX performance across multiple time periods: 1-month 0.44%, YTD 7.24%, 1-year 12.86%, 3-year 11.88%, 5-year 6.31%, 10-year 9.51%.

MGWIX returns outperform the peer average of 6.57% 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.