MARRX Mutual Fund

MARRX Mutual Fund

NAV$20.53
See how much of MARRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
+1.69%
6 Months
+3.32%
YTD
+4.92%
1 Year
+9.54%
3 Years (annualized)
+9.39%
5 Years (annualized)
+4.29%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MARRX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+6.57%
vs Peers
-1.65%

MARRX Mutual Fund Performance

MARRX performance across multiple time periods: 1-month -0.05%, YTD 4.92%, 1-year 9.54%, 3-year 9.39%, 5-year 4.29%, 10-year 7.14%.

MARRX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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