MGRPX Mutual Fund

MGRPX Mutual Fund

NAV$69.39
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Returns Overview

1 Month
-7.81%
3 Months
-2.08%
6 Months
-2.02%
YTD
-9.46%
1 Year
-7.79%
3 Years (annualized)
+19.72%
5 Years (annualized)
-2.65%
10 Years (annualized)
+14.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRPX 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
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📉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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-9.46%
Peer Avg (YTD)
+11.56%
vs Peers
-21.02%

MGRPX Mutual Fund Performance

MGRPX performance across multiple time periods: 1-month -7.81%, YTD -9.46%, 1-year -7.79%, 3-year 19.72%, 5-year -2.65%, 10-year 14.56%.

MGRPX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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