MNRZX Mutual Fund

MNRZX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+1.98%
3 Months
+14.52%
6 Months
+11.79%
YTD
+8.02%
1 Year
+23.45%
3 Years (annualized)
+1.06%
5 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNRZX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+12.62%
vs Peers
-4.60%

MNRZX Mutual Fund Performance

MNRZX performance across multiple time periods: 1-month 1.98%, YTD 8.02%, 1-year 23.45%, 3-year 1.06%, 5-year 3.75%.

MNRZX returns trail the peer average of 12.62% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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