MREGX Mutual Fund

MREGX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-2.90%
3 Months
+3.84%
6 Months
+5.96%
YTD
+15.49%
1 Year
+16.68%
3 Years (annualized)
+13.43%
5 Years (annualized)
+8.57%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MREGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+6.23%
vs Peers
+9.26%

MREGX Mutual Fund Performance

MREGX performance across multiple time periods: 1-month -2.90%, YTD 15.49%, 1-year 16.68%, 3-year 13.43%, 5-year 8.57%, 10-year 12.03%.

MREGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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