MGPIX Mutual Fund

MGPIX Mutual Fund

NAV$125.23
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Returns Overview

1 Month
+0.97%
3 Months
-1.10%
6 Months
+5.63%
YTD
+15.81%
1 Year
+17.78%
3 Years (annualized)
+13.08%
5 Years (annualized)
+5.54%
10 Years (annualized)
+8.99%

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)
+15.81%
Peer Avg (YTD)
+9.89%
vs Peers
+5.92%

MGPIX Mutual Fund Performance

MGPIX performance across multiple time periods: 1-month 0.97%, YTD 15.81%, 1-year 17.78%, 3-year 13.08%, 5-year 5.54%, 10-year 8.99%.

MGPIX returns outperform the peer average of 9.89% 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.