MRRGX Mutual Fund

MRRGX Mutual Fund

NAV$32.83
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Returns Overview

1 Month
-7.33%
3 Months
+0.66%
6 Months
+1.72%
YTD
+1.47%
1 Year
+1.86%
3 Years (annualized)
-0.22%
5 Years (annualized)
-3.96%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRRGX 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)
+1.47%
Peer Avg (YTD)
+15.31%
vs Peers
-13.85%

MRRGX Mutual Fund Performance

MRRGX performance across multiple time periods: 1-month -7.33%, YTD 1.47%, 1-year 1.86%, 3-year -0.22%, 5-year -3.96%, 10-year 6.26%.

MRRGX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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