MGRQX Mutual Fund

MGRQX Mutual Fund

NAV$43.75
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Returns Overview

1 Month
-3.89%
3 Months
+1.01%
6 Months
+6.57%
YTD
+2.26%
1 Year
+4.04%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.21%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRQX 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 All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+8.68%
vs Peers
-6.42%

MGRQX Mutual Fund Performance

MGRQX performance across multiple time periods: 1-month -3.89%, YTD 2.26%, 1-year 4.04%, 3-year 13.09%, 5-year 6.21%, 10-year 9.34%.

MGRQX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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