MGRQX Mutual Fund

MGRQX Mutual Fund

NAV$43.25
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Returns Overview

1 Month
-0.72%
3 Months
-1.07%
6 Months
+0.78%
YTD
+1.52%
1 Year
+2.42%
3 Years (annualized)
+14.71%
5 Years (annualized)
+5.29%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRQX 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
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+5.23%
vs Peers
-3.71%

MGRQX Mutual Fund Performance

MGRQX performance across multiple time periods: 1-month -0.72%, YTD 1.52%, 1-year 2.42%, 3-year 14.71%, 5-year 5.29%, 10-year 9.17%.

MGRQX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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