MGOCX Mutual Fund

MGOCX Mutual Fund

NAV$32.91
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Returns Overview

1 Month
-0.28%
3 Months
+3.78%
6 Months
+1.85%
YTD
+4.38%
1 Year
-0.10%
3 Years (annualized)
+6.21%
5 Years (annualized)
+4.79%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+9.41%
vs Peers
-5.03%

MGOCX Mutual Fund Performance

MGOCX performance across multiple time periods: 1-month -0.28%, YTD 4.38%, 1-year -0.10%, 3-year 6.21%, 5-year 4.79%, 10-year 9.53%.

MGOCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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