MGOTX Mutual Fund

NAV$8.71

Returns Overview

1 Month
+3.23%
3 Months
+16.02%
6 Months
+21.58%
YTD
+19.89%
1 Year
+52.51%
3 Years (annualized)
+31.00%
5 Years (annualized)
+18.40%
10 Years (annualized)
+34.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOTX 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)
+19.89%
Peer Avg (YTD)
+10.82%
vs Peers
+9.07%

MGOTX Mutual Fund Performance

MGOTX performance across multiple time periods: 1-month 3.23%, YTD 19.89%, 1-year 52.51%, 3-year 31.00%, 5-year 18.40%, 10-year 34.28%.

MGOTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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