MIRTX Mutual Fund

MIRTX Mutual Fund

NAV$34.89
See how much of MIRTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.45%
3 Months
+4.19%
6 Months
+6.38%
YTD
+8.84%
1 Year
+14.92%
3 Years (annualized)
+15.31%
5 Years (annualized)
+9.06%
10 Years (annualized)
+12.69%

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
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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+9.41%
vs Peers
-0.57%

MIRTX Mutual Fund Performance

MIRTX performance across multiple time periods: 1-month 2.45%, YTD 8.84%, 1-year 14.92%, 3-year 15.31%, 5-year 9.06%, 10-year 12.69%.

MIRTX returns trail the peer average of 9.41% 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.