MGPSX Mutual Fund

MGPSX Mutual Fund

NAV$86.11
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Returns Overview

1 Month
-3.09%
3 Months
-7.12%
6 Months
+7.95%
YTD
+9.79%
1 Year
+12.14%
3 Years (annualized)
+11.95%
5 Years (annualized)
+4.49%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGPSX 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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+6.72%
vs Peers
+3.07%

MGPSX Mutual Fund Performance

MGPSX performance across multiple time periods: 1-month -3.09%, YTD 9.79%, 1-year 12.14%, 3-year 11.95%, 5-year 4.49%, 10-year 7.90%.

MGPSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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