MNRMX Mutual Fund

MNRMX Mutual Fund

NAV$50.38
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Returns Overview

1 Month
-6.42%
3 Months
+4.50%
6 Months
+13.17%
YTD
+14.67%
1 Year
+29.27%
3 Years (annualized)
+20.09%
5 Years (annualized)
+12.93%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNRMX 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 Index(SPX)
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+9.41%
vs Peers
+5.25%

MNRMX Mutual Fund Performance

MNRMX performance across multiple time periods: 1-month -6.42%, YTD 14.67%, 1-year 29.27%, 3-year 20.09%, 5-year 12.93%, 10-year 12.86%.

MNRMX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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