MRCYX Mutual Fund

MRCYX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
+1.65%
3 Months
+3.68%
6 Months
+3.56%
YTD
+6.51%
1 Year
+5.41%
3 Years (annualized)
+5.91%
5 Years (annualized)
+2.63%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCYX 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)
+6.51%
Peer Avg (YTD)
+3.98%
vs Peers
+2.53%

MRCYX Mutual Fund Performance

MRCYX performance across multiple time periods: 1-month 1.65%, YTD 6.51%, 1-year 5.41%, 3-year 5.91%, 5-year 2.63%, 10-year 4.04%.

MRCYX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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