MGPOX Mutual Fund

NAV$20.29

Returns Overview

1 Month
-2.12%
3 Months
+0.50%
6 Months
+0.59%
YTD
+3.63%
1 Year
+14.12%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.48%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGPOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+5.87%
vs Peers
-2.24%

MGPOX Mutual Fund Performance

MGPOX performance across multiple time periods: 1-month -2.12%, YTD 3.63%, 1-year 14.12%, 3-year 12.88%, 5-year 5.48%, 10-year 7.58%.

MGPOX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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