MREGX Mutual Fund

MREGX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
-5.31%
3 Months
-4.92%
6 Months
-1.28%
YTD
+8.56%
1 Year
+7.01%
3 Years (annualized)
+15.28%
5 Years (annualized)
+10.68%
10 Years (annualized)
+15.39%

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)
+8.56%
Peer Avg (YTD)
+5.23%
vs Peers
+3.33%

MREGX Mutual Fund Performance

MREGX performance across multiple time periods: 1-month -5.31%, YTD 8.56%, 1-year 7.01%, 3-year 15.28%, 5-year 10.68%, 10-year 15.39%.

MREGX returns outperform the peer average of 5.23% 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.