MRFOX Mutual Fund

NAV$36.26

Returns Overview

1 Month
+3.94%
3 Months
+6.16%
6 Months
+3.00%
YTD
+3.21%
1 Year
+10.24%
3 Years (annualized)
+13.52%
5 Years (annualized)
+11.52%
10 Years (annualized)
+16.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRFOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+8.97%
vs Peers
-5.76%

MRFOX Mutual Fund Performance

MRFOX performance across multiple time periods: 1-month 3.94%, YTD 3.21%, 1-year 10.24%, 3-year 13.52%, 5-year 11.52%, 10-year 16.17%.

MRFOX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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