MRCZX Mutual Fund

MRCZX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+1.71%
3 Months
+3.69%
6 Months
+3.58%
YTD
+6.46%
1 Year
+5.29%
3 Years (annualized)
+5.67%
5 Years (annualized)
+2.37%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCZX 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)
+6.46%
Peer Avg (YTD)
+3.98%
vs Peers
+2.48%

MRCZX Mutual Fund Performance

MRCZX performance across multiple time periods: 1-month 1.71%, YTD 6.46%, 1-year 5.29%, 3-year 5.67%, 5-year 2.37%, 10-year 3.83%.

MRCZX returns outperform the peer average of 3.98% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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