MLGRX Mutual Fund

MLGRX Mutual Fund

NAV$6.95
See how much of MLGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.38%
3 Months
+1.80%
6 Months
+3.52%
YTD
+1.20%
1 Year
+2.68%
3 Years (annualized)
+25.31%
5 Years (annualized)
+12.87%
10 Years (annualized)
+17.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+6.23%
vs Peers
-5.04%

MLGRX Mutual Fund Performance

MLGRX performance across multiple time periods: 1-month -4.38%, YTD 1.20%, 1-year 2.68%, 3-year 25.31%, 5-year 12.87%, 10-year 17.82%.

MLGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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