MGRTX Mutual Fund

MGRTX Mutual Fund

NAV$48.88
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Returns Overview

1 Month
-3.88%
3 Months
+1.07%
6 Months
+6.71%
YTD
+2.45%
1 Year
+4.30%
3 Years (annualized)
+13.38%
5 Years (annualized)
+6.48%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRTX 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
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📉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)
+2.45%
Peer Avg (YTD)
+8.68%
vs Peers
-6.23%

MGRTX Mutual Fund Performance

MGRTX performance across multiple time periods: 1-month -3.88%, YTD 2.45%, 1-year 4.30%, 3-year 13.38%, 5-year 6.48%, 10-year 9.61%.

MGRTX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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