MGORX Mutual Fund

MGORX Mutual Fund

NAV$36.11
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Returns Overview

1 Month
-4.34%
3 Months
-3.08%
6 Months
+1.67%
YTD
-1.87%
1 Year
-5.54%
3 Years (annualized)
+19.12%
5 Years (annualized)
+3.03%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGORX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
+5.23%
vs Peers
-7.10%

MGORX Mutual Fund Performance

MGORX performance across multiple time periods: 1-month -4.34%, YTD -1.87%, 1-year -5.54%, 3-year 19.12%, 5-year 3.03%, 10-year 13.93%.

MGORX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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