MRGKX Mutual Fund

MRGKX Mutual Fund

NAV$61.14
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Returns Overview

1 Month
+1.40%
3 Months
+3.46%
6 Months
+6.57%
YTD
+8.24%
1 Year
+14.16%
3 Years (annualized)
+15.73%
5 Years (annualized)
+9.96%
10 Years (annualized)
+14.09%

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)
+8.24%
Peer Avg (YTD)
+9.41%
vs Peers
-1.18%

MRGKX Mutual Fund Performance

MRGKX performance across multiple time periods: 1-month 1.40%, YTD 8.24%, 1-year 14.16%, 3-year 15.73%, 5-year 9.96%, 10-year 14.09%.

MRGKX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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