MARRX Mutual Fund

MARRX Mutual Fund

NAV$20.44
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Returns Overview

1 Month
-0.05%
3 Months
+1.69%
6 Months
+3.32%
YTD
+4.92%
1 Year
+9.54%
3 Years (annualized)
+9.40%
5 Years (annualized)
+4.30%
10 Years (annualized)
+7.15%

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)
+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 9.40%, 5-year 4.30%, 10-year 7.15%.

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.