MRAGX Mutual Fund

NAV$29.25

Returns Overview

1 Month
-7.05%
3 Months
+1.25%
6 Months
-0.24%
YTD
+0.62%
1 Year
+7.01%
3 Years (annualized)
+2.83%
5 Years (annualized)
+2.51%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRAGX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+18.52%
vs Peers
-17.91%

MRAGX Mutual Fund Performance

MRAGX performance across multiple time periods: 1-month -7.05%, YTD 0.62%, 1-year 7.01%, 3-year 2.83%, 5-year 2.51%, 10-year 10.99%.

MRAGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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