MRGSX Mutual Fund

MRGSX Mutual Fund

NAV$27.67
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Returns Overview

1 Month
-0.90%
3 Months
+1.85%
6 Months
+16.14%
YTD
+17.03%
1 Year
+22.42%
3 Years (annualized)
+22.89%
5 Years (annualized)
+12.14%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGSX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+17.03%
Peer Avg (YTD)
+9.29%
vs Peers
+7.74%

MRGSX Mutual Fund Performance

MRGSX performance across multiple time periods: 1-month -0.90%, YTD 17.03%, 1-year 22.42%, 3-year 22.89%, 5-year 12.14%, 10-year 12.52%.

MRGSX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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