MGORX Mutual Fund

NAV$37.19

Returns Overview

1 Month
+2.65%
3 Months
+20.50%
6 Months
+6.44%
YTD
+6.68%
1 Year
+1.99%
3 Years (annualized)
+21.64%
5 Years (annualized)
+5.92%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+8.97%
vs Peers
-2.29%

MGORX Mutual Fund Performance

MGORX performance across multiple time periods: 1-month 2.65%, YTD 6.68%, 1-year 1.99%, 3-year 21.64%, 5-year 5.92%.

MGORX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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