MGORX Mutual Fund

MGORX Mutual Fund

NAV$38.04
See how much of MGORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.09%
3 Months
+4.90%
6 Months
+2.08%
YTD
+1.25%
1 Year
+0.31%
3 Years (annualized)
+15.36%
5 Years (annualized)
+4.21%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+6.23%
vs Peers
-4.98%

MGORX Mutual Fund Performance

MGORX performance across multiple time periods: 1-month -5.09%, YTD 1.25%, 1-year 0.31%, 3-year 15.36%, 5-year 4.21%, 10-year 13.93%.

MGORX returns trail the peer average of 6.23% 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.