MRGUX Mutual Fund

MRGUX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
+2.46%
3 Months
+6.51%
6 Months
+7.25%
YTD
+10.33%
1 Year
+9.97%
3 Years (annualized)
+12.21%
5 Years (annualized)
+8.87%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGUX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+6.52%
vs Peers
+3.80%

MRGUX Mutual Fund Performance

MRGUX performance across multiple time periods: 1-month 2.46%, YTD 10.33%, 1-year 9.97%, 3-year 12.21%, 5-year 8.87%, 10-year 8.89%.

MRGUX returns outperform the peer average of 6.52% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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