MARMX Mutual Fund

NAV$12.10

Returns Overview

1 Month
-1.15%
3 Months
+3.36%
6 Months
+2.39%
YTD
+2.30%
1 Year
+7.65%
3 Years (annualized)
+6.89%
5 Years (annualized)
+2.48%
10 Years (annualized)
+47.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MARMX 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
Bloomberg Barclays Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+7.64%
vs Peers
-5.34%

MARMX Mutual Fund Performance

MARMX performance across multiple time periods: 1-month -1.15%, YTD 2.30%, 1-year 7.65%, 3-year 6.89%, 5-year 2.48%, 10-year 47.26%.

MARMX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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