MRGKX Mutual Fund

MRGKX Mutual Fund

NAV$59.95
See how much of MRGKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.17%
3 Months
+0.66%
6 Months
+4.14%
YTD
+8.95%
1 Year
+9.57%
3 Years (annualized)
+19.38%
5 Years (annualized)
+9.18%
10 Years (annualized)
+14.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRGKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+10.80%
vs Peers
-1.85%

MRGKX Mutual Fund Performance

MRGKX performance across multiple time periods: 1-month -1.17%, YTD 8.95%, 1-year 9.57%, 3-year 19.38%, 5-year 9.18%, 10-year 14.34%.

MRGKX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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