MRGEX Mutual Fund

MRGEX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
-0.06%
3 Months
-3.58%
6 Months
+24.24%
YTD
+25.54%
1 Year
+36.18%
3 Years (annualized)
+25.37%
5 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.54%
Peer Avg (YTD)
+20.48%
vs Peers
+5.06%

MRGEX Mutual Fund Performance

MRGEX performance across multiple time periods: 1-month -0.06%, YTD 25.54%, 1-year 36.18%, 3-year 25.37%, 5-year 8.17%.

MRGEX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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