MGOYX Mutual Fund

MGOYX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-3.19%
3 Months
-5.11%
6 Months
+10.55%
YTD
+14.45%
1 Year
+31.18%
3 Years (annualized)
+18.62%
5 Years (annualized)
+8.18%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOYX 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)
+14.45%
Peer Avg (YTD)
+6.72%
vs Peers
+7.73%

MGOYX Mutual Fund Performance

MGOYX performance across multiple time periods: 1-month -3.19%, YTD 14.45%, 1-year 31.18%, 3-year 18.62%, 5-year 8.18%, 10-year 11.67%.

MGOYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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