MGPIX Mutual Fund

MGPIX Mutual Fund

NAV$125.86
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Returns Overview

1 Month
-4.91%
3 Months
+2.66%
6 Months
+10.50%
YTD
+14.70%
1 Year
+19.21%
3 Years (annualized)
+11.88%
5 Years (annualized)
+5.60%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGPIX 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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+14.70%
Peer Avg (YTD)
+9.54%
vs Peers
+5.16%

MGPIX Mutual Fund Performance

MGPIX performance across multiple time periods: 1-month -4.91%, YTD 14.70%, 1-year 19.21%, 3-year 11.88%, 5-year 5.60%, 10-year 8.94%.

MGPIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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