MURGX Mutual Fund

NAV$11.12

Returns Overview

1 Month
-1.08%
3 Months
+3.96%
6 Months
+3.09%
YTD
+2.99%
1 Year
+8.82%
3 Years (annualized)
+7.25%
5 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+7.64%
vs Peers
-4.65%

MURGX Mutual Fund Performance

MURGX performance across multiple time periods: 1-month -1.08%, YTD 2.99%, 1-year 8.82%, 3-year 7.25%, 5-year 2.12%.

MURGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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