MRCEX Mutual Fund

NAV$12.88

Returns Overview

1 Month
-0.56%
3 Months
+4.29%
6 Months
+4.12%
YTD
+3.86%
1 Year
+5.94%
3 Years (annualized)
+12.92%
5 Years (annualized)
+6.44%
10 Years (annualized)
+13.98%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+8.97%
vs Peers
-5.12%

MRCEX Mutual Fund Performance

MRCEX performance across multiple time periods: 1-month -0.56%, YTD 3.86%, 1-year 5.94%, 3-year 12.92%, 5-year 6.44%, 10-year 13.98%.

MRCEX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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