MGOCX Mutual Fund

MGOCX Mutual Fund

NAV$31.60
See how much of MGOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.03%
3 Months
-5.10%
6 Months
+2.90%
YTD
-0.68%
1 Year
-2.93%
3 Years (annualized)
+7.58%
5 Years (annualized)
+4.43%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+9.98%
vs Peers
-10.66%

MGOCX Mutual Fund Performance

MGOCX performance across multiple time periods: 1-month -6.03%, YTD -0.68%, 1-year -2.93%, 3-year 7.58%, 5-year 4.43%, 10-year 9.59%.

MGOCX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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