MARFX Mutual Fund

MARFX Mutual Fund

NAV$26.82
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Returns Overview

1 Month
+6.95%
3 Months
+2.27%
6 Months
+11.79%
YTD
+16.93%
1 Year
+21.24%
3 Years (annualized)
+18.92%
5 Years (annualized)
+9.89%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MARFX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+8.01%
vs Peers
+8.93%

MARFX Mutual Fund Performance

MARFX performance across multiple time periods: 1-month 6.95%, YTD 16.93%, 1-year 21.24%, 3-year 18.92%, 5-year 9.89%, 10-year 11.68%.

MARFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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