MLGRX Mutual Fund

NAV$7.06

Returns Overview

1 Month
+0.14%
3 Months
+20.20%
6 Months
+5.36%
YTD
+5.83%
1 Year
+8.64%
3 Years (annualized)
+28.63%
5 Years (annualized)
+14.95%
10 Years (annualized)
+18.93%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+8.97%
vs Peers
-3.14%

MLGRX Mutual Fund Performance

MLGRX performance across multiple time periods: 1-month 0.14%, YTD 5.83%, 1-year 8.64%, 3-year 28.63%, 5-year 14.95%, 10-year 18.93%.

MLGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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