MRIEX Mutual Fund

MRIEX Mutual Fund

NAV$14.56
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Returns Overview

1 Month
-2.17%
3 Months
+2.49%
6 Months
+7.20%
YTD
+7.03%
1 Year
+7.35%
3 Years (annualized)
+12.11%
5 Years (annualized)
+5.83%
10 Years (annualized)
+13.30%

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)
+7.03%
Peer Avg (YTD)
+8.68%
vs Peers
-1.65%

MRIEX Mutual Fund Performance

MRIEX performance across multiple time periods: 1-month -2.17%, YTD 7.03%, 1-year 7.35%, 3-year 12.11%, 5-year 5.83%, 10-year 13.30%.

MRIEX returns trail the peer average of 8.68% 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.