MGOIX Mutual Fund

MGOIX Mutual Fund

NAV$7.55
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Returns Overview

1 Month
-1.19%
3 Months
-1.08%
6 Months
-1.11%
YTD
-0.14%
1 Year
+3.40%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOIX 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
PROUpgrade to run
🏦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
Bloomberg 5-10 year taxable municipal bond index(BBG510YTMBI)
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
+0.12%
vs Peers
-0.26%

MGOIX Mutual Fund Performance

MGOIX performance across multiple time periods: 1-month -1.19%, YTD -0.14%, 1-year 3.40%, 3-year 4.14%, 5-year 0.39%, 10-year 1.71%.

MGOIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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