MRSGX Mutual Fund

MRSGX Mutual Fund

NAV$26.05
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Returns Overview

1 Month
-3.04%
3 Months
+0.19%
6 Months
+9.05%
YTD
+9.23%
1 Year
+14.00%
3 Years (annualized)
+13.36%
5 Years (annualized)
+5.11%
10 Years (annualized)
+7.93%

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
PROUpgrade to run
🏦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)
+9.23%
Peer Avg (YTD)
+9.29%
vs Peers
-0.06%

MRSGX Mutual Fund Performance

MRSGX performance across multiple time periods: 1-month -3.04%, YTD 9.23%, 1-year 14.00%, 3-year 13.36%, 5-year 5.11%, 10-year 7.93%.

MRSGX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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