MRSGX Mutual Fund

MRSGX Mutual Fund

NAV$27.25
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Returns Overview

1 Month
+1.32%
3 Months
+8.84%
6 Months
+9.71%
YTD
+9.02%
1 Year
+15.17%
3 Years (annualized)
+11.72%
5 Years (annualized)
+5.23%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSGX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+9.13%
vs Peers
-0.11%

MRSGX Mutual Fund Performance

MRSGX performance across multiple time periods: 1-month 1.32%, YTD 9.02%, 1-year 15.17%, 3-year 11.72%, 5-year 5.23%, 10-year 8.03%.

MRSGX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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