MGOAX Mutual Fund

MGOAX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
-3.16%
3 Months
-5.19%
6 Months
+10.41%
YTD
+14.23%
1 Year
+15.53%
3 Years (annualized)
+14.55%
5 Years (annualized)
+5.82%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOAX 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)
+14.23%
Peer Avg (YTD)
+6.72%
vs Peers
+7.51%

MGOAX Mutual Fund Performance

MGOAX performance across multiple time periods: 1-month -3.16%, YTD 14.23%, 1-year 15.53%, 3-year 14.55%, 5-year 5.82%, 10-year 10.29%.

MGOAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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