MGRTX Mutual Fund

MGRTX Mutual Fund

NAV$48.15
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Returns Overview

1 Month
+1.39%
3 Months
+1.95%
6 Months
-0.06%
YTD
+2.77%
1 Year
+9.52%
3 Years (annualized)
+10.55%
5 Years (annualized)
+5.91%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRTX 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)
+2.77%
Peer Avg (YTD)
+6.23%
vs Peers
-3.46%

MGRTX Mutual Fund Performance

MGRTX performance across multiple time periods: 1-month 1.39%, YTD 2.77%, 1-year 9.52%, 3-year 10.55%, 5-year 5.91%, 10-year 9.31%.

MGRTX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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