MRIBX Mutual Fund

NAV$29.05

Returns Overview

1 Month
+1.30%
3 Months
+8.82%
6 Months
+9.71%
YTD
+9.03%
1 Year
+15.15%
3 Years (annualized)
+11.73%
5 Years (annualized)
+5.25%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRIBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+9.13%
vs Peers
-0.10%

MRIBX Mutual Fund Performance

MRIBX performance across multiple time periods: 1-month 1.30%, YTD 9.03%, 1-year 15.15%, 3-year 11.73%, 5-year 5.25%, 10-year 8.04%.

MRIBX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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