MGOYX Mutual Fund

MGOYX Mutual Fund

NAV$14.40
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Returns Overview

1 Month
-1.16%
3 Months
+4.31%
6 Months
+15.61%
YTD
+21.00%
1 Year
+25.10%
3 Years (annualized)
+15.90%
5 Years (annualized)
+7.79%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOYX 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)
+21.00%
Peer Avg (YTD)
+9.54%
vs Peers
+11.46%

MGOYX Mutual Fund Performance

MGOYX performance across multiple time periods: 1-month -1.16%, YTD 21.00%, 1-year 25.10%, 3-year 15.90%, 5-year 7.79%, 10-year 11.06%.

MGOYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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