MIRSX Mutual Fund

MIRSX Mutual Fund

NAV$25.88
See how much of MIRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.15%
3 Months
+5.51%
6 Months
+9.93%
YTD
+19.41%
1 Year
+22.61%
3 Years (annualized)
+14.33%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIRSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.41%
Peer Avg (YTD)
+9.89%
vs Peers
+9.52%

MIRSX Mutual Fund Performance

MIRSX performance across multiple time periods: 1-month -0.15%, YTD 19.41%, 1-year 22.61%, 3-year 14.33%, 5-year 9.76%, 10-year 11.09%.

MIRSX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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