MRGEX Mutual Fund

MRGEX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
-10.26%
3 Months
-6.25%
6 Months
-3.23%
YTD
+12.67%
1 Year
+16.40%
3 Years (annualized)
+22.84%
5 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+9.82%
vs Peers
+2.84%

MRGEX Mutual Fund Performance

MRGEX performance across multiple time periods: 1-month -10.26%, YTD 12.67%, 1-year 16.40%, 3-year 22.84%, 5-year 6.44%.

MRGEX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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