MGRIX Mutual Fund

MGRIX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
+1.05%
3 Months
-3.39%
6 Months
+5.03%
YTD
+3.52%
1 Year
+6.38%
3 Years (annualized)
+29.51%
5 Years (annualized)
+18.35%
10 Years (annualized)
+26.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+8.51%
vs Peers
-4.99%

MGRIX Mutual Fund Performance

MGRIX performance across multiple time periods: 1-month 1.05%, YTD 3.52%, 1-year 6.38%, 3-year 29.51%, 5-year 18.35%, 10-year 26.50%.

MGRIX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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