MRRGX Mutual Fund

MRRGX Mutual Fund

NAV$30.20
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Returns Overview

1 Month
+0.35%
3 Months
-3.09%
6 Months
+3.36%
YTD
+1.82%
1 Year
-0.73%
3 Years (annualized)
+2.20%
5 Years (annualized)
-3.99%
10 Years (annualized)
+4.54%

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)
+1.82%
Peer Avg (YTD)
+15.20%
vs Peers
-13.38%

MRRGX Mutual Fund Performance

MRRGX performance across multiple time periods: 1-month 0.35%, YTD 1.82%, 1-year -0.73%, 3-year 2.20%, 5-year -3.99%, 10-year 4.54%.

MRRGX returns trail the peer average of 15.20% 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.