MRFIX Mutual Fund

MRFIX Mutual Fund

NAV$63.12
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Returns Overview

1 Month
-1.49%
3 Months
+0.33%
6 Months
+3.59%
YTD
+7.11%
1 Year
+7.28%
3 Years (annualized)
+18.10%
5 Years (annualized)
+8.52%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRFIX 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
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📉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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+10.80%
vs Peers
-3.69%

MRFIX Mutual Fund Performance

MRFIX performance across multiple time periods: 1-month -1.49%, YTD 7.11%, 1-year 7.28%, 3-year 18.10%, 5-year 8.52%, 10-year 13.36%.

MRFIX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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