MRGAX Mutual Fund

MRGAX Mutual Fund

NAV$54.95
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Returns Overview

1 Month
+1.37%
3 Months
+3.36%
6 Months
+6.39%
YTD
+8.02%
1 Year
+13.77%
3 Years (annualized)
+15.34%
5 Years (annualized)
+9.59%
10 Years (annualized)
+13.72%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+9.41%
vs Peers
-1.39%

MRGAX Mutual Fund Performance

MRGAX performance across multiple time periods: 1-month 1.37%, YTD 8.02%, 1-year 13.77%, 3-year 15.34%, 5-year 9.59%, 10-year 13.72%.

MRGAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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