MGPSX Mutual Fund

NAV$89.77

Returns Overview

1 Month
+2.92%
3 Months
+16.22%
6 Months
+20.02%
YTD
+18.20%
1 Year
+26.62%
3 Years (annualized)
+14.00%
5 Years (annualized)
+11.65%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGPSX 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)
+18.20%
Peer Avg (YTD)
+10.82%
vs Peers
+7.38%

MGPSX Mutual Fund Performance

MGPSX performance across multiple time periods: 1-month 2.92%, YTD 18.20%, 1-year 26.62%, 3-year 14.00%, 5-year 11.65%, 10-year 12.18%.

MGPSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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