MGOAX Mutual Fund

MGOAX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
+2.68%
3 Months
-1.45%
6 Months
+2.68%
YTD
+19.03%
1 Year
+19.91%
3 Years (annualized)
+21.00%
5 Years (annualized)
+5.55%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOAX 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)
+19.03%
Peer Avg (YTD)
+10.76%
vs Peers
+8.27%

MGOAX Mutual Fund Performance

MGOAX performance across multiple time periods: 1-month 2.68%, YTD 19.03%, 1-year 19.91%, 3-year 21.00%, 5-year 5.55%, 10-year 10.69%.

MGOAX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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