MIRTX Mutual Fund

MIRTX Mutual Fund

NAV$35.59
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Returns Overview

1 Month
-1.10%
3 Months
+11.05%
6 Months
+6.60%
YTD
+6.23%
1 Year
+14.48%
3 Years (annualized)
+11.51%
5 Years (annualized)
+7.07%
10 Years (annualized)
+11.68%

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)
+6.23%
Peer Avg (YTD)
+9.51%
vs Peers
-3.27%

MIRTX Mutual Fund Performance

MIRTX performance across multiple time periods: 1-month -1.10%, YTD 6.23%, 1-year 14.48%, 3-year 11.51%, 5-year 7.07%, 10-year 11.68%.

MIRTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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