MURGX Mutual Fund

MURGX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-1.99%
3 Months
-1.72%
6 Months
+3.46%
YTD
+2.50%
1 Year
+4.41%
3 Years (annualized)
+7.70%
5 Years (annualized)
+1.98%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURGX 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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+7.10%
vs Peers
-4.61%

MURGX Mutual Fund Performance

MURGX performance across multiple time periods: 1-month -1.99%, YTD 2.50%, 1-year 4.41%, 3-year 7.70%, 5-year 1.98%, 10-year 6.47%.

MURGX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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