MOGLX Mutual Fund

MOGLX Mutual Fund

NAV$11.93
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Returns Overview

1 Month
+4.48%
3 Months
+8.40%
6 Months
+15.89%
YTD
+8.47%
1 Year
+33.23%
3 Years (annualized)
+11.39%
5 Years (annualized)
-0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOGLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+6.35%
vs Peers
+2.12%

MOGLX Mutual Fund Performance

MOGLX performance across multiple time periods: 1-month 4.48%, YTD 8.47%, 1-year 33.23%, 3-year 11.39%, 5-year -0.82%.

MOGLX returns outperform the peer average of 6.35% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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