MGOTX Mutual Fund

MGOTX Mutual Fund

NAV$8.33
See how much of MGOTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.57%
3 Months
-1.65%
6 Months
+2.20%
YTD
+18.05%
1 Year
+18.85%
3 Years (annualized)
+19.95%
5 Years (annualized)
+4.59%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+10.76%
vs Peers
+7.29%

MGOTX Mutual Fund Performance

MGOTX performance across multiple time periods: 1-month 2.57%, YTD 18.05%, 1-year 18.85%, 3-year 19.95%, 5-year 4.59%, 10-year 9.80%.

MGOTX returns outperform the peer average of 10.76% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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