MRGCX Mutual Fund

MRGCX Mutual Fund

NAV$43.07
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Returns Overview

1 Month
+1.31%
3 Months
+3.16%
6 Months
+5.99%
YTD
+7.55%
1 Year
+12.93%
3 Years (annualized)
+14.48%
5 Years (annualized)
+8.77%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGCX 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)
+7.55%
Peer Avg (YTD)
+9.41%
vs Peers
-1.86%

MRGCX Mutual Fund Performance

MRGCX performance across multiple time periods: 1-month 1.31%, YTD 7.55%, 1-year 12.93%, 3-year 14.48%, 5-year 8.77%, 10-year 12.86%.

MRGCX 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.

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