MGRPX Mutual Fund

MGRPX Mutual Fund

NAV$71.71
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Returns Overview

1 Month
+0.77%
3 Months
+1.96%
6 Months
+17.34%
YTD
+0.13%
1 Year
-8.00%
3 Years (annualized)
+27.58%
5 Years (annualized)
-1.26%
10 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRPX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+16.41%
vs Peers
-16.28%

MGRPX Mutual Fund Performance

MGRPX performance across multiple time periods: 1-month 0.77%, YTD 0.13%, 1-year -8.00%, 3-year 27.58%, 5-year -1.26%, 10-year 15.55%.

MGRPX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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