MGOTX Mutual Fund

MGOTX Mutual Fund

NAV$8.47
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Returns Overview

1 Month
-0.82%
3 Months
+1.08%
6 Months
+8.34%
YTD
+19.04%
1 Year
+20.53%
3 Years (annualized)
+13.53%
5 Years (annualized)
+4.92%
10 Years (annualized)
+9.42%

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
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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)
+19.04%
Peer Avg (YTD)
+9.89%
vs Peers
+9.15%

MGOTX Mutual Fund Performance

MGOTX performance across multiple time periods: 1-month -0.82%, YTD 19.04%, 1-year 20.53%, 3-year 13.53%, 5-year 4.92%, 10-year 9.42%.

MGOTX returns outperform the peer average of 9.89% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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