MRGAX Mutual Fund

NAV$56.17
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Returns Overview

1 Month
-0.67%
3 Months
+11.44%
6 Months
+6.89%
YTD
+6.57%
1 Year
+14.48%
3 Years (annualized)
+15.14%
5 Years (annualized)
+9.43%
10 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGAX 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
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📉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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+9.51%
vs Peers
-2.94%

MRGAX Mutual Fund Performance

MRGAX performance across multiple time periods: 1-month -0.67%, YTD 6.57%, 1-year 14.48%, 3-year 15.14%, 5-year 9.43%, 10-year 13.78%.

MRGAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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