MRIGX Mutual Fund

NAV$32.13

Returns Overview

1 Month
+4.22%
3 Months
+19.06%
6 Months
+9.62%
YTD
+9.41%
1 Year
+7.53%
3 Years (annualized)
+2.99%
5 Years (annualized)
+2.51%
10 Years (annualized)
+11.97%

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
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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+18.52%
vs Peers
-9.11%

MRIGX Mutual Fund Performance

MRIGX performance across multiple time periods: 1-month 4.22%, YTD 9.41%, 1-year 7.53%, 3-year 2.99%, 5-year 2.51%, 10-year 11.97%.

MRIGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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