MGWIX Mutual Fund

MGWIX Mutual Fund

NAV$27.38
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Returns Overview

1 Month
+0.51%
3 Months
-0.73%
6 Months
+1.98%
YTD
+6.46%
1 Year
+8.15%
3 Years (annualized)
+14.78%
5 Years (annualized)
+5.59%
10 Years (annualized)
+9.61%

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)
+6.46%
Peer Avg (YTD)
+6.22%
vs Peers
+0.24%

MGWIX Mutual Fund Performance

MGWIX performance across multiple time periods: 1-month 0.51%, YTD 6.46%, 1-year 8.15%, 3-year 14.78%, 5-year 5.59%, 10-year 9.61%.

MGWIX returns outperform the peer average of 6.22% 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.