MRRGX Mutual Fund

MRRGX Mutual Fund

NAV$29.46
See how much of MRRGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.95%
3 Months
-7.03%
6 Months
-6.42%
YTD
-5.67%
1 Year
-3.69%
3 Years (annualized)
+4.26%
5 Years (annualized)
-5.45%
10 Years (annualized)
+5.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-5.67%
Peer Avg (YTD)
+14.00%
vs Peers
-19.67%

MRRGX Mutual Fund Performance

MRRGX performance across multiple time periods: 1-month -1.95%, YTD -5.67%, 1-year -3.69%, 3-year 4.26%, 5-year -5.45%, 10-year 5.89%.

MRRGX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.92%, 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.