MRERX Mutual Fund

MRERX Mutual Fund

NAV$54.00
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Returns Overview

1 Month
+2.65%
3 Months
+3.33%
6 Months
+10.29%
YTD
+10.74%
1 Year
+14.64%
3 Years (annualized)
+16.02%
5 Years (annualized)
+8.88%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRERX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+11.21%
vs Peers
-0.47%

MRERX Mutual Fund Performance

MRERX performance across multiple time periods: 1-month 2.65%, YTD 10.74%, 1-year 14.64%, 3-year 16.02%, 5-year 8.88%, 10-year 13.46%.

MRERX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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