MRGBX Mutual Fund

NAV$44.16

Returns Overview

1 Month
-0.73%
3 Months
+11.24%
6 Months
+6.50%
YTD
+6.18%
1 Year
+13.63%
3 Years (annualized)
+17.22%
5 Years (annualized)
+10.29%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+9.51%
vs Peers
-3.33%

MRGBX Mutual Fund Performance

MRGBX performance across multiple time periods: 1-month -0.73%, YTD 6.18%, 1-year 13.63%, 3-year 17.22%, 5-year 10.29%, 10-year 13.80%.

MRGBX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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