MARRX Mutual Fund

MARRX Mutual Fund

NAV$19.93
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Returns Overview

1 Month
-2.63%
3 Months
-1.61%
6 Months
+4.79%
YTD
+3.28%
1 Year
+4.69%
3 Years (annualized)
+10.81%
5 Years (annualized)
+4.25%
10 Years (annualized)
+6.94%

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)
+3.28%
Peer Avg (YTD)
+6.10%
vs Peers
-2.82%

MARRX Mutual Fund Performance

MARRX performance across multiple time periods: 1-month -2.63%, YTD 3.28%, 1-year 4.69%, 3-year 10.81%, 5-year 4.25%, 10-year 6.94%.

MARRX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.13%, 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.