MRASX Mutual Fund

MRASX Mutual Fund

NAV$13.15
See how much of MRASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.40%
3 Months
+4.33%
6 Months
+15.42%
YTD
+18.27%
1 Year
+20.19%
3 Years (annualized)
+10.97%
5 Years (annualized)
+3.67%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRASX 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
FTSE Nareit All Equity REITs Total Return Index
This Mutual Fund (YTD)
+18.27%
Peer Avg (YTD)
+12.53%
vs Peers
+5.74%

MRASX Mutual Fund Performance

MRASX performance across multiple time periods: 1-month 2.40%, YTD 18.27%, 1-year 20.19%, 3-year 10.97%, 5-year 3.67%, 10-year 5.28%.

MRASX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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