MARFX Mutual Fund

MARFX Mutual Fund

NAV$25.62
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Returns Overview

1 Month
+0.84%
3 Months
+9.31%
6 Months
+10.73%
YTD
+15.39%
1 Year
+24.02%
3 Years (annualized)
+13.60%
5 Years (annualized)
+10.21%
10 Years (annualized)
+11.37%

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
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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)
+15.39%
Peer Avg (YTD)
+9.54%
vs Peers
+5.85%

MARFX Mutual Fund Performance

MARFX performance across multiple time periods: 1-month 0.84%, YTD 15.39%, 1-year 24.02%, 3-year 13.60%, 5-year 10.21%, 10-year 11.37%.

MARFX returns outperform the peer average of 9.54% 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.