MOGLX Mutual Fund

MOGLX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
-0.12%
3 Months
-0.91%
6 Months
+5.15%
YTD
+9.24%
1 Year
+13.30%
3 Years (annualized)
+10.56%
5 Years (annualized)
-0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOGLX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+6.71%
vs Peers
+2.53%

MOGLX Mutual Fund Performance

MOGLX performance across multiple time periods: 1-month -0.12%, YTD 9.24%, 1-year 13.30%, 3-year 10.56%, 5-year -0.92%.

MOGLX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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