MRIGX Mutual Fund

MRIGX Mutual Fund

NAV$28.50
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Returns Overview

1 Month
-1.97%
3 Months
-7.07%
6 Months
-6.50%
YTD
-5.80%
1 Year
-3.84%
3 Years (annualized)
+4.14%
5 Years (annualized)
-5.55%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRIGX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-5.80%
Peer Avg (YTD)
+12.21%
vs Peers
-18.01%

MRIGX Mutual Fund Performance

MRIGX performance across multiple time periods: 1-month -1.97%, YTD -5.80%, 1-year -3.84%, 3-year 4.14%, 5-year -5.55%, 10-year 4.15%.

MRIGX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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