MFRHX Mutual Fund

MFRHX Mutual Fund

NAV$60.22
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Returns Overview

1 Month
+1.78%
3 Months
+1.95%
6 Months
+8.53%
YTD
+8.49%
1 Year
+12.62%
3 Years (annualized)
+15.93%
5 Years (annualized)
+8.77%
10 Years (annualized)
+12.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRHX 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
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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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+11.21%
vs Peers
-2.72%

MFRHX Mutual Fund Performance

MFRHX performance across multiple time periods: 1-month 1.78%, YTD 8.49%, 1-year 12.62%, 3-year 15.93%, 5-year 8.77%, 10-year 12.98%.

MFRHX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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