MRGJX Mutual Fund

MRGJX Mutual Fund

NAV$56.57
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Returns Overview

1 Month
+1.40%
3 Months
+3.46%
6 Months
+6.54%
YTD
+8.19%
1 Year
+14.09%
3 Years (annualized)
+15.64%
5 Years (annualized)
+9.87%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGJX 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)
+8.19%
Peer Avg (YTD)
+9.41%
vs Peers
-1.22%

MRGJX Mutual Fund Performance

MRGJX performance across multiple time periods: 1-month 1.40%, YTD 8.19%, 1-year 14.09%, 3-year 15.64%, 5-year 9.87%, 10-year 14.00%.

MRGJX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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