MGRSX Mutual Fund

MGRSX Mutual Fund

NAV$5.64
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Returns Overview

1 Month
+3.05%
3 Months
+4.48%
6 Months
+2.58%
YTD
+16.95%
1 Year
+27.07%
3 Years (annualized)
-4.07%
5 Years (annualized)
+10.90%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRSX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.95%
Peer Avg (YTD)
+17.92%
vs Peers
-0.96%

MGRSX Mutual Fund Performance

MGRSX performance across multiple time periods: 1-month 3.05%, YTD 16.95%, 1-year 27.07%, 3-year -4.07%, 5-year 10.90%, 10-year 10.80%.

MGRSX returns trail the peer average of 17.92% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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