MRCEX Mutual Fund

MRCEX Mutual Fund

NAV$12.91
See how much of MRCEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.82%
3 Months
+3.66%
6 Months
+5.81%
YTD
+6.79%
1 Year
+7.30%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.93%
10 Years (annualized)
+12.76%

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
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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+6.23%
vs Peers
+0.56%

MRCEX Mutual Fund Performance

MRCEX performance across multiple time periods: 1-month 2.82%, YTD 6.79%, 1-year 7.30%, 3-year 9.79%, 5-year 4.93%, 10-year 12.76%.

MRCEX returns outperform the peer average of 6.23% 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.