MRCSX Mutual Fund

NAV$9.54

Returns Overview

1 Month
+1.63%
3 Months
+3.77%
6 Months
+3.65%
YTD
+6.60%
1 Year
+5.49%
3 Years (annualized)
+6.02%
5 Years (annualized)
+2.73%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCSX 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)
+6.60%
Peer Avg (YTD)
+3.98%
vs Peers
+2.62%

MRCSX Mutual Fund Performance

MRCSX performance across multiple time periods: 1-month 1.63%, YTD 6.60%, 1-year 5.49%, 3-year 6.02%, 5-year 2.73%, 10-year 4.20%.

MRCSX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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