MRICX Mutual Fund

NAV$27.73

Returns Overview

1 Month
+1.29%
3 Months
+8.79%
6 Months
+9.73%
YTD
+9.01%
1 Year
+15.13%
3 Years (annualized)
+11.74%
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 MRICX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+9.13%
vs Peers
-0.12%

MRICX Mutual Fund Performance

MRICX performance across multiple time periods: 1-month 1.29%, YTD 9.01%, 1-year 15.13%, 3-year 11.74%, 5-year 5.25%, 10-year 8.04%.

MRICX 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.

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