MIRGX Mutual Fund

NAV$40.20
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.50%
3 Months
+6.82%
6 Months
-3.24%
YTD
-3.26%
1 Year
+3.06%
3 Years (annualized)
+9.35%
5 Years (annualized)
+8.36%
10 Years (annualized)
+15.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIRGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.26%
Peer Avg (YTD)
+8.97%
vs Peers
-12.24%

MIRGX Mutual Fund Performance

MIRGX performance across multiple time periods: 1-month -2.50%, YTD -3.26%, 1-year 3.06%, 3-year 9.35%, 5-year 8.36%, 10-year 15.91%.

MIRGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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