MRFGX Mutual Fund

MRFGX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
-2.97%
3 Months
+3.59%
6 Months
-27.22%
YTD
+8.75%
1 Year
+11.68%
3 Years (annualized)
+20.11%
5 Years (annualized)
+8.62%
10 Years (annualized)
+15.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRFGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+6.23%
vs Peers
+2.52%

MRFGX Mutual Fund Performance

MRFGX performance across multiple time periods: 1-month -2.97%, YTD 8.75%, 1-year 11.68%, 3-year 20.11%, 5-year 8.62%, 10-year 15.72%.

MRFGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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