MGOSX Mutual Fund

MGOSX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
+2.72%
3 Months
-1.37%
6 Months
+2.86%
YTD
+17.59%
1 Year
+20.30%
3 Years (annualized)
+20.79%
5 Years (annualized)
+6.36%
10 Years (annualized)
+11.35%

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)
+17.59%
Peer Avg (YTD)
+8.01%
vs Peers
+9.59%

MGOSX Mutual Fund Performance

MGOSX performance across multiple time periods: 1-month 2.72%, YTD 17.59%, 1-year 20.30%, 3-year 20.79%, 5-year 6.36%, 10-year 11.35%.

MGOSX returns outperform the peer average of 8.01% 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.