MRCEX Mutual Fund

MRCEX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
+3.16%
3 Months
+2.59%
6 Months
+6.35%
YTD
+9.56%
1 Year
+10.95%
3 Years (annualized)
+12.45%
5 Years (annualized)
+4.85%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCEX 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)
+9.56%
Peer Avg (YTD)
+5.23%
vs Peers
+4.32%

MRCEX Mutual Fund Performance

MRCEX performance across multiple time periods: 1-month 3.16%, YTD 9.56%, 1-year 10.95%, 3-year 12.45%, 5-year 4.85%, 10-year 11.76%.

MRCEX returns outperform the peer average of 5.23% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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