MFIRX Mutual Fund

NAV$5.41

Returns Overview

1 Month
+0.19%
3 Months
+2.85%
6 Months
+5.20%
YTD
+7.82%
1 Year
+8.99%
3 Years (annualized)
+7.84%
5 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFIRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate (Hedged USD) Index
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+11.48%
vs Peers
-3.67%

MFIRX Mutual Fund Performance

MFIRX performance across multiple time periods: 1-month 0.19%, YTD 7.82%, 1-year 8.99%, 3-year 7.84%, 5-year 3.21%.

MFIRX returns trail the peer average of 11.48% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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