MARRX Mutual Fund

MARRX Mutual Fund

NAV$19.86
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Returns Overview

1 Month
+1.09%
3 Months
+1.73%
6 Months
+2.87%
YTD
+6.07%
1 Year
+8.65%
3 Years (annualized)
+8.31%
5 Years (annualized)
+3.04%
10 Years (annualized)
+6.66%

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
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📉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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+7.17%
vs Peers
-1.11%

MARRX Mutual Fund Performance

MARRX performance across multiple time periods: 1-month 1.09%, YTD 6.07%, 1-year 8.65%, 3-year 8.31%, 5-year 3.04%, 10-year 6.66%.

MARRX returns trail the peer average of 7.17% 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.