MGORX Mutual Fund

NAV$33.65

Returns Overview

1 Month
-1.03%
3 Months
-4.52%
6 Months
-1.73%
YTD
-0.81%
1 Year
+4.24%
3 Years
+24.59%
5 Years
+5.97%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
+0.87%
vs Peers
-1.67%

MGORX Mutual Fund Performance

MGORX performance across multiple time periods: 1-month -1.03%, YTD -0.81%, 1-year 4.24%, 3-year 24.59%, 5-year 5.97%.

MGORX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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