MRRGX Mutual Fund

MRRGX Mutual Fund

NAV$30.05
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Returns Overview

1 Month
-5.51%
3 Months
-12.13%
6 Months
+4.64%
YTD
-3.79%
1 Year
-3.95%
3 Years (annualized)
+2.20%
5 Years (annualized)
-3.99%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRRGX 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)
-3.79%
Peer Avg (YTD)
+10.34%
vs Peers
-14.13%

MRRGX Mutual Fund Performance

MRRGX performance across multiple time periods: 1-month -5.51%, YTD -3.79%, 1-year -3.95%, 3-year 2.20%, 5-year -3.99%, 10-year 4.54%.

MRRGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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