MGRRX Mutual Fund

NAV$41.92

Returns Overview

1 Month
-1.95%
3 Months
+5.39%
6 Months
+1.47%
YTD
+1.02%
1 Year
+5.93%
3 Years (annualized)
+10.12%
5 Years (annualized)
+4.89%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRRX 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
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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
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+8.97%
vs Peers
-7.95%

MGRRX Mutual Fund Performance

MGRRX performance across multiple time periods: 1-month -1.95%, YTD 1.02%, 1-year 5.93%, 3-year 10.12%, 5-year 4.89%, 10-year 8.79%.

MGRRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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