MGOSX Mutual Fund

MGOSX Mutual Fund

NAV$16.26
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Returns Overview

1 Month
-1.17%
3 Months
+4.29%
6 Months
+15.54%
YTD
+21.02%
1 Year
+25.14%
3 Years (annualized)
+16.02%
5 Years (annualized)
+7.88%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOSX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+21.02%
Peer Avg (YTD)
+9.54%
vs Peers
+11.48%

MGOSX Mutual Fund Performance

MGOSX performance across multiple time periods: 1-month -1.17%, YTD 21.02%, 1-year 25.14%, 3-year 16.02%, 5-year 7.88%, 10-year 11.19%.

MGOSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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