MRSGX Mutual Fund

MRSGX Mutual Fund

NAV$26.10
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Returns Overview

1 Month
-1.07%
3 Months
-2.96%
6 Months
+2.46%
YTD
+8.06%
1 Year
+12.04%
3 Years (annualized)
+14.88%
5 Years (annualized)
+4.33%
10 Years (annualized)
+7.61%

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
PROUpgrade to run

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)
+8.06%
Peer Avg (YTD)
+8.05%
vs Peers
+0.01%

MRSGX Mutual Fund Performance

MRSGX performance across multiple time periods: 1-month -1.07%, YTD 8.06%, 1-year 12.04%, 3-year 14.88%, 5-year 4.33%, 10-year 7.61%.

MRSGX returns outperform the peer average of 8.05% 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.