MFRKX Mutual Fund

NAV$61.52

Returns Overview

1 Month
-0.39%
3 Months
+11.68%
6 Months
+6.32%
YTD
+6.15%
1 Year
+14.55%
3 Years (annualized)
+10.28%
5 Years (annualized)
+6.56%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+9.51%
vs Peers
-3.36%

MFRKX Mutual Fund Performance

MFRKX performance across multiple time periods: 1-month -0.39%, YTD 6.15%, 1-year 14.55%, 3-year 10.28%, 5-year 6.56%, 10-year 11.85%.

MFRKX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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