MGOSX Mutual Fund

NAV$16.33

Returns Overview

1 Month
+3.44%
3 Months
+16.49%
6 Months
+22.46%
YTD
+20.64%
1 Year
+43.60%
3 Years (annualized)
+22.24%
5 Years (annualized)
+13.36%
10 Years (annualized)
+21.28%

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
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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+20.64%
Peer Avg (YTD)
+10.82%
vs Peers
+9.82%

MGOSX Mutual Fund Performance

MGOSX performance across multiple time periods: 1-month 3.44%, YTD 20.64%, 1-year 43.60%, 3-year 22.24%, 5-year 13.36%, 10-year 21.28%.

MGOSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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