MRGBX Mutual Fund

MRGBX Mutual Fund

NAV$44.07
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Returns Overview

1 Month
+1.30%
3 Months
+3.18%
6 Months
+5.99%
YTD
+7.56%
1 Year
+12.93%
3 Years (annualized)
+14.48%
5 Years (annualized)
+8.78%
10 Years (annualized)
+13.49%

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)
+7.56%
Peer Avg (YTD)
+9.41%
vs Peers
-1.85%

MRGBX Mutual Fund Performance

MRGBX performance across multiple time periods: 1-month 1.30%, YTD 7.56%, 1-year 12.93%, 3-year 14.48%, 5-year 8.78%, 10-year 13.49%.

MRGBX returns trail the peer average of 9.41% 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.