MRIEX Mutual Fund

MRIEX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
+2.93%
3 Months
+3.92%
6 Months
+6.35%
YTD
+7.49%
1 Year
+8.43%
3 Years (annualized)
+10.75%
5 Years (annualized)
+5.90%
10 Years (annualized)
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRIEX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+6.23%
vs Peers
+1.26%

MRIEX Mutual Fund Performance

MRIEX performance across multiple time periods: 1-month 2.93%, YTD 7.49%, 1-year 8.43%, 3-year 10.75%, 5-year 5.90%, 10-year 13.66%.

MRIEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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