MRGBX Mutual Fund

MRGBX Mutual Fund

NAV$44.41
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Returns Overview

1 Month
+2.62%
3 Months
+3.19%
6 Months
+10.02%
YTD
+10.37%
1 Year
+14.10%
3 Years (annualized)
+16.21%
5 Years (annualized)
+8.76%
10 Years (annualized)
+13.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+11.21%
vs Peers
-0.84%

MRGBX Mutual Fund Performance

MRGBX performance across multiple time periods: 1-month 2.62%, YTD 10.37%, 1-year 14.10%, 3-year 16.21%, 5-year 8.76%, 10-year 13.11%.

MRGBX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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