MRCLX Mutual Fund

NAV$9.51

Returns Overview

1 Month
+1.60%
3 Months
+3.62%
6 Months
+3.50%
YTD
+6.43%
1 Year
+5.34%
3 Years (annualized)
+5.80%
5 Years (annualized)
+2.51%
10 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCLX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+3.98%
vs Peers
+2.45%

MRCLX Mutual Fund Performance

MRCLX performance across multiple time periods: 1-month 1.60%, YTD 6.43%, 1-year 5.34%, 3-year 5.80%, 5-year 2.51%, 10-year 3.99%.

MRCLX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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