MGOAX Mutual Fund

MGOAX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-1.21%
3 Months
+4.19%
6 Months
+15.34%
YTD
+20.78%
1 Year
+24.81%
3 Years (annualized)
+15.59%
5 Years (annualized)
+7.48%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+20.78%
Peer Avg (YTD)
+9.54%
vs Peers
+11.24%

MGOAX Mutual Fund Performance

MGOAX performance across multiple time periods: 1-month -1.21%, YTD 20.78%, 1-year 24.81%, 3-year 15.59%, 5-year 7.48%, 10-year 10.75%.

MGOAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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