MRGYX Mutual Fund

NAV$9.96

Returns Overview

1 Month
+2.43%
3 Months
+6.47%
6 Months
+7.21%
YTD
+10.15%
1 Year
+9.79%
3 Years (annualized)
+12.01%
5 Years (annualized)
+8.66%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGYX 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)
+10.15%
Peer Avg (YTD)
+6.52%
vs Peers
+3.63%

MRGYX Mutual Fund Performance

MRGYX performance across multiple time periods: 1-month 2.43%, YTD 10.15%, 1-year 9.79%, 3-year 12.01%, 5-year 8.66%, 10-year 8.68%.

MRGYX returns outperform the peer average of 6.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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