MRGJX Mutual Fund

MRGJX Mutual Fund

NAV$55.46
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Returns Overview

1 Month
-1.18%
3 Months
+0.64%
6 Months
+4.11%
YTD
+8.88%
1 Year
+9.49%
3 Years (annualized)
+18.54%
5 Years (annualized)
+8.68%
10 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGJX 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
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🏦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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+17.72%
vs Peers
-8.84%

MRGJX Mutual Fund Performance

MRGJX performance across multiple time periods: 1-month -1.18%, YTD 8.88%, 1-year 9.49%, 3-year 18.54%, 5-year 8.68%, 10-year 14.02%.

MRGJX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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