MGRFX Mutual Fund

MGRFX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
+1.20%
3 Months
+0.66%
6 Months
+1.87%
YTD
+3.74%
1 Year
+4.56%
3 Years (annualized)
+12.76%
5 Years (annualized)
+1.64%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRFX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+15.62%
vs Peers
-11.88%

MGRFX Mutual Fund Performance

MGRFX performance across multiple time periods: 1-month 1.20%, YTD 3.74%, 1-year 4.56%, 3-year 12.76%, 5-year 1.64%, 10-year 10.16%.

MGRFX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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