MRAEX Mutual Fund

MRAEX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
+3.19%
3 Months
+2.81%
6 Months
+6.76%
YTD
+10.33%
1 Year
+11.80%
3 Years (annualized)
+13.34%
5 Years (annualized)
+5.51%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRAEX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+5.23%
vs Peers
+5.09%

MRAEX Mutual Fund Performance

MRAEX performance across multiple time periods: 1-month 3.19%, YTD 10.33%, 1-year 11.80%, 3-year 13.34%, 5-year 5.51%, 10-year 12.36%.

MRAEX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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