MRGSX Mutual Fund

MRGSX Mutual Fund

NAV$27.95
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Returns Overview

1 Month
-1.64%
3 Months
+14.03%
6 Months
+15.99%
YTD
+14.90%
1 Year
+30.83%
3 Years (annualized)
+19.09%
5 Years (annualized)
+10.56%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGSX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.90%
Peer Avg (YTD)
+9.13%
vs Peers
+5.77%

MRGSX Mutual Fund Performance

MRGSX performance across multiple time periods: 1-month -1.64%, YTD 14.90%, 1-year 30.83%, 3-year 19.09%, 5-year 10.56%, 10-year 12.11%.

MRGSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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