MARFX Mutual Fund

NAV$26.16

Returns Overview

1 Month
+3.65%
3 Months
+15.49%
6 Months
+13.37%
YTD
+12.33%
1 Year
+22.74%
3 Years (annualized)
+13.18%
5 Years (annualized)
+9.18%
10 Years (annualized)
+11.40%

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
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 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.33%
Peer Avg (YTD)
+10.82%
vs Peers
+1.52%

MARFX Mutual Fund Performance

MARFX performance across multiple time periods: 1-month 3.65%, YTD 12.33%, 1-year 22.74%, 3-year 13.18%, 5-year 9.18%, 10-year 11.40%.

MARFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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