MRGKX Mutual Fund

MRGKX Mutual Fund

NAV$61.78
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Returns Overview

1 Month
-0.64%
3 Months
+11.53%
6 Months
+7.06%
YTD
+6.75%
1 Year
+14.86%
3 Years (annualized)
+15.58%
5 Years (annualized)
+8.42%
10 Years (annualized)
+13.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGKX 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)
+6.75%
Peer Avg (YTD)
+9.51%
vs Peers
-2.76%

MRGKX Mutual Fund Performance

MRGKX performance across multiple time periods: 1-month -0.64%, YTD 6.75%, 1-year 14.86%, 3-year 15.58%, 5-year 8.42%, 10-year 13.44%.

MRGKX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

MRGKX performance comparison shows side-by-side returns with another fund. MRGKX alternatives are available in the Mutual Fund Screener.