MGPIX Mutual Fund

NAV$127.73

Returns Overview

1 Month
+3.01%
3 Months
+16.51%
6 Months
+20.62%
YTD
+18.79%
1 Year
+27.88%
3 Years (annualized)
+15.15%
5 Years (annualized)
+11.64%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGPIX 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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+18.79%
Peer Avg (YTD)
+10.82%
vs Peers
+7.97%

MGPIX Mutual Fund Performance

MGPIX performance across multiple time periods: 1-month 3.01%, YTD 18.79%, 1-year 27.88%, 3-year 15.15%, 5-year 11.64%, 10-year 12.68%.

MGPIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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