MIRTX Mutual Fund

MIRTX Mutual Fund

NAV$34.68
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Returns Overview

1 Month
-0.57%
3 Months
+0.70%
6 Months
+3.77%
YTD
+8.39%
1 Year
+9.21%
3 Years (annualized)
+14.77%
5 Years (annualized)
+5.97%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIRTX 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)
+8.39%
Peer Avg (YTD)
+9.28%
vs Peers
-0.89%

MIRTX Mutual Fund Performance

MIRTX performance across multiple time periods: 1-month -0.57%, YTD 8.39%, 1-year 9.21%, 3-year 14.77%, 5-year 5.97%, 10-year 11.69%.

MIRTX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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