MGRIX Mutual Fund

MGRIX Mutual Fund

NAV$26.09
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Returns Overview

1 Month
-1.99%
3 Months
-0.66%
6 Months
+3.14%
YTD
+2.44%
1 Year
+5.76%
3 Years (annualized)
+19.73%
5 Years (annualized)
+8.15%
10 Years (annualized)
+16.67%

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)
+2.44%
Peer Avg (YTD)
+6.23%
vs Peers
-3.80%

MGRIX Mutual Fund Performance

MGRIX performance across multiple time periods: 1-month -1.99%, YTD 2.44%, 1-year 5.76%, 3-year 19.73%, 5-year 8.15%, 10-year 16.67%.

MGRIX returns trail the peer average of 6.23% 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.