MNRGX Mutual Fund

NAV$49.52

Returns Overview

1 Month
-1.62%
3 Months
+20.56%
6 Months
+8.78%
YTD
+8.81%
1 Year
+26.37%
3 Years (annualized)
+18.24%
5 Years (annualized)
+12.09%
10 Years (annualized)
+15.01%

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
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)
+8.81%
Peer Avg (YTD)
+8.97%
vs Peers
-0.17%

MNRGX Mutual Fund Performance

MNRGX performance across multiple time periods: 1-month -1.62%, YTD 8.81%, 1-year 26.37%, 3-year 18.24%, 5-year 12.09%, 10-year 15.01%.

MNRGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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