MGRQX Mutual Fund

NAV$42.42

Returns Overview

1 Month
-0.02%
3 Months
-0.68%
6 Months
-4.24%
YTD
+0.86%
1 Year
+6.45%
3 Years (annualized)
+10.66%
5 Years (annualized)
+5.41%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRQX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+8.97%
vs Peers
-8.12%

MGRQX Mutual Fund Performance

MGRQX performance across multiple time periods: 1-month -0.02%, YTD 0.86%, 1-year 6.45%, 3-year 10.66%, 5-year 5.41%, 10-year 9.33%.

MGRQX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

MGRQX performance comparison shows side-by-side returns with another fund. MGRQX alternatives are available in the Mutual Fund Screener.