MORGX Mutual Fund

NAV$7.89

Returns Overview

1 Month
+1.41%
3 Months
+2.03%
6 Months
+5.30%
YTD
+5.30%
1 Year
+9.83%
3 Years (annualized)
+5.88%
5 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MORGX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+2.93%
vs Peers
+2.37%

MORGX Mutual Fund Performance

MORGX performance across multiple time periods: 1-month 1.41%, YTD 5.30%, 1-year 9.83%, 3-year 5.88%, 5-year 3.33%.

MORGX returns outperform the peer average of 2.93% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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