MGOYX Mutual Fund

NAV$14.76

Returns Overview

1 Month
+3.45%
3 Months
+16.49%
6 Months
+22.42%
YTD
+20.61%
1 Year
+44.92%
3 Years (annualized)
+20.71%
5 Years (annualized)
+10.36%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGOYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+20.61%
Peer Avg (YTD)
+10.82%
vs Peers
+9.79%

MGOYX Mutual Fund Performance

MGOYX performance across multiple time periods: 1-month 3.45%, YTD 20.61%, 1-year 44.92%, 3-year 20.71%, 5-year 10.36%, 10-year 12.50%.

MGOYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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