MGOSX Mutual Fund

MGOSX Mutual Fund

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Returns Overview

1 Month
-3.20%
3 Months
-5.11%
6 Months
+10.54%
YTD
+14.48%
1 Year
+15.87%
3 Years (annualized)
+15.75%
5 Years (annualized)
+6.65%
10 Years (annualized)
+10.96%

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)
+14.48%
Peer Avg (YTD)
+6.72%
vs Peers
+7.75%

MGOSX Mutual Fund Performance

MGOSX performance across multiple time periods: 1-month -3.20%, YTD 14.48%, 1-year 15.87%, 3-year 15.75%, 5-year 6.65%, 10-year 10.96%.

MGOSX returns outperform the peer average of 6.72% 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.