MRGZX Mutual Fund

MRGZX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
+2.34%
3 Months
+6.35%
6 Months
+6.99%
YTD
+9.88%
1 Year
+9.46%
3 Years (annualized)
+11.67%
5 Years (annualized)
+8.37%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGZX 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)
+9.88%
Peer Avg (YTD)
+6.52%
vs Peers
+3.36%

MRGZX Mutual Fund Performance

MRGZX performance across multiple time periods: 1-month 2.34%, YTD 9.88%, 1-year 9.46%, 3-year 11.67%, 5-year 8.37%, 10-year 8.77%.

MRGZX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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