MRGJX Mutual Fund

MRGJX Mutual Fund

NAV$57.18
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Returns Overview

1 Month
-0.83%
3 Months
+3.26%
6 Months
+15.15%
YTD
+10.17%
1 Year
+12.00%
3 Years (annualized)
+16.63%
5 Years (annualized)
+9.43%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGJX 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
PROUpgrade to run
🏦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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+9.98%
vs Peers
+0.19%

MRGJX Mutual Fund Performance

MRGJX performance across multiple time periods: 1-month -0.83%, YTD 10.17%, 1-year 12.00%, 3-year 16.63%, 5-year 9.43%, 10-year 14.03%.

MRGJX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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