MGORX Mutual Fund

MGORX Mutual Fund

NAV$37.16
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Returns Overview

1 Month
-2.85%
3 Months
-3.84%
6 Months
+15.88%
YTD
+2.59%
1 Year
-1.42%
3 Years (annualized)
+18.36%
5 Years (annualized)
+4.64%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGORX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+8.68%
vs Peers
-6.09%

MGORX Mutual Fund Performance

MGORX performance across multiple time periods: 1-month -2.85%, YTD 2.59%, 1-year -1.42%, 3-year 18.36%, 5-year 4.64%, 10-year 13.93%.

MGORX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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