MRGVX Mutual Fund

NAV$9.53

Returns Overview

1 Month
+2.41%
3 Months
+6.35%
6 Months
+7.00%
YTD
+9.79%
1 Year
+9.27%
3 Years (annualized)
+11.41%
5 Years (annualized)
+8.11%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGVX 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)
+9.79%
Peer Avg (YTD)
+6.52%
vs Peers
+3.27%

MRGVX Mutual Fund Performance

MRGVX performance across multiple time periods: 1-month 2.41%, YTD 9.79%, 1-year 9.27%, 3-year 11.41%, 5-year 8.11%, 10-year 8.50%.

MRGVX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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