MNRGX Mutual Fund

MNRGX Mutual Fund

NAV$47.43
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Returns Overview

1 Month
-0.29%
3 Months
+0.25%
6 Months
+4.72%
YTD
+7.42%
1 Year
+7.06%
3 Years (annualized)
+20.87%
5 Years (annualized)
+11.05%
10 Years (annualized)
+14.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNRGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+5.23%
vs Peers
+2.18%

MNRGX Mutual Fund Performance

MNRGX performance across multiple time periods: 1-month -0.29%, YTD 7.42%, 1-year 7.06%, 3-year 20.87%, 5-year 11.05%, 10-year 14.93%.

MNRGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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