MGRTX Mutual Fund

NAV$49.77

Returns Overview

1 Month
-1.90%
3 Months
+5.58%
6 Months
+1.82%
YTD
+1.36%
1 Year
+6.71%
3 Years (annualized)
+10.94%
5 Years (annualized)
+5.68%
10 Years (annualized)
+9.61%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.36%
Peer Avg (YTD)
+8.97%
vs Peers
-7.61%

MGRTX Mutual Fund Performance

MGRTX performance across multiple time periods: 1-month -1.90%, YTD 1.36%, 1-year 6.71%, 3-year 10.94%, 5-year 5.68%, 10-year 9.61%.

MGRTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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