MIRGX Mutual Fund

MIRGX Mutual Fund

NAV$39.67
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Returns Overview

1 Month
-1.04%
3 Months
+2.99%
6 Months
+10.01%
YTD
-0.37%
1 Year
+0.83%
3 Years (annualized)
+10.73%
5 Years (annualized)
+6.02%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIRGX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+8.68%
vs Peers
-9.05%

MIRGX Mutual Fund Performance

MIRGX performance across multiple time periods: 1-month -1.04%, YTD -0.37%, 1-year 0.83%, 3-year 10.73%, 5-year 6.02%, 10-year 13.18%.

MIRGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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