MRIGX Mutual Fund

MRIGX Mutual Fund

NAV$29.36
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Returns Overview

1 Month
-5.54%
3 Months
-12.17%
6 Months
+4.57%
YTD
-3.91%
1 Year
-4.10%
3 Years (annualized)
+2.10%
5 Years (annualized)
-4.09%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRIGX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-3.91%
Peer Avg (YTD)
+10.34%
vs Peers
-14.25%

MRIGX Mutual Fund Performance

MRIGX performance across multiple time periods: 1-month -5.54%, YTD -3.91%, 1-year -4.10%, 3-year 2.10%, 5-year -4.09%, 10-year 4.44%.

MRIGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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