MREGX Mutual Fund

NAV$17.66

Returns Overview

1 Month
+2.70%
3 Months
+25.00%
6 Months
+18.94%
YTD
+17.59%
1 Year
+21.98%
3 Years (annualized)
+14.65%
5 Years (annualized)
+13.58%
10 Years (annualized)
+15.86%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+17.59%
Peer Avg (YTD)
+8.97%
vs Peers
+8.62%

MREGX Mutual Fund Performance

MREGX performance across multiple time periods: 1-month 2.70%, YTD 17.59%, 1-year 21.98%, 3-year 14.65%, 5-year 13.58%, 10-year 15.86%.

MREGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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