MRCUX Mutual Fund

MRCUX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+1.68%
3 Months
+3.81%
6 Months
+3.70%
YTD
+6.64%
1 Year
+5.64%
3 Years (annualized)
+6.12%
5 Years (annualized)
+2.83%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCUX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+3.98%
vs Peers
+2.67%

MRCUX Mutual Fund Performance

MRCUX performance across multiple time periods: 1-month 1.68%, YTD 6.64%, 1-year 5.64%, 3-year 6.12%, 5-year 2.83%, 10-year 4.30%.

MRCUX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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