MRERX Mutual Fund

MRERX Mutual Fund

NAV$52.34
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Returns Overview

1 Month
+1.36%
3 Months
+3.32%
6 Months
+6.25%
YTD
+7.88%
1 Year
+13.50%
3 Years (annualized)
+15.07%
5 Years (annualized)
+9.33%
10 Years (annualized)
+13.44%

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)
+7.88%
Peer Avg (YTD)
+9.41%
vs Peers
-1.53%

MRERX Mutual Fund Performance

MRERX performance across multiple time periods: 1-month 1.36%, YTD 7.88%, 1-year 13.50%, 3-year 15.07%, 5-year 9.33%, 10-year 13.44%.

MRERX returns trail the peer average of 9.41% 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.