MRGLX Mutual Fund

NAV$10.90

Returns Overview

1 Month
+2.44%
3 Months
+6.37%
6 Months
+7.10%
YTD
+10.04%
1 Year
+9.66%
3 Years (annualized)
+11.89%
5 Years (annualized)
+8.55%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+6.52%
vs Peers
+3.52%

MRGLX Mutual Fund Performance

MRGLX performance across multiple time periods: 1-month 2.44%, YTD 10.04%, 1-year 9.66%, 3-year 11.89%, 5-year 8.55%, 10-year 8.58%.

MRGLX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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