MFRKX Mutual Fund

MFRKX Mutual Fund

NAV$60.88
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Returns Overview

1 Month
+1.82%
3 Months
+2.03%
6 Months
+8.70%
YTD
+8.72%
1 Year
+12.99%
3 Years (annualized)
+16.29%
5 Years (annualized)
+9.11%
10 Years (annualized)
+13.34%

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
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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)
+8.72%
Peer Avg (YTD)
+11.21%
vs Peers
-2.49%

MFRKX Mutual Fund Performance

MFRKX performance across multiple time periods: 1-month 1.82%, YTD 8.72%, 1-year 12.99%, 3-year 16.29%, 5-year 9.11%, 10-year 13.34%.

MFRKX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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