MGPOX Mutual Fund

MGPOX Mutual Fund

NAV$20.33
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Returns Overview

1 Month
-1.35%
3 Months
-1.50%
6 Months
+0.10%
YTD
+4.29%
1 Year
+5.65%
3 Years (annualized)
+14.22%
5 Years (annualized)
+4.92%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGPOX 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
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📉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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+4.29%
Peer Avg (YTD)
+5.30%
vs Peers
-1.01%

MGPOX Mutual Fund Performance

MGPOX performance across multiple time periods: 1-month -1.35%, YTD 4.29%, 1-year 5.65%, 3-year 14.22%, 5-year 4.92%, 10-year 7.20%.

MGPOX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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