MIRSX Mutual Fund

MIRSX Mutual Fund

NAV$26.36
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Returns Overview

1 Month
+0.90%
3 Months
+8.59%
6 Months
+13.66%
YTD
+19.58%
1 Year
+31.00%
3 Years (annualized)
+13.09%
5 Years (annualized)
+10.32%
10 Years (annualized)
+11.37%

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
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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.58%
Peer Avg (YTD)
+9.54%
vs Peers
+10.04%

MIRSX Mutual Fund Performance

MIRSX performance across multiple time periods: 1-month 0.90%, YTD 19.58%, 1-year 31.00%, 3-year 13.09%, 5-year 10.32%, 10-year 11.37%.

MIRSX returns outperform the peer average of 9.54% 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.