MGRIX Mutual Fund

NAV$26.54

Returns Overview

1 Month
-2.46%
3 Months
+13.15%
6 Months
+4.51%
YTD
+4.51%
1 Year
+8.71%
3 Years (annualized)
+23.96%
5 Years (annualized)
+10.32%
10 Years (annualized)
+17.35%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+8.97%
vs Peers
-4.46%

MGRIX Mutual Fund Performance

MGRIX performance across multiple time periods: 1-month -2.46%, YTD 4.51%, 1-year 8.71%, 3-year 23.96%, 5-year 10.32%, 10-year 17.35%.

MGRIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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