MRIMX Mutual Fund

NAV$29.06
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.96%
3 Months
+12.39%
6 Months
+16.39%
YTD
+14.85%
1 Year
+29.36%
3 Years (annualized)
+15.25%
5 Years (annualized)
+10.42%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRIMX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.85%
Peer Avg (YTD)
+10.82%
vs Peers
+4.04%

MRIMX Mutual Fund Performance

MRIMX performance across multiple time periods: 1-month 2.96%, YTD 14.85%, 1-year 29.36%, 3-year 15.25%, 5-year 10.42%, 10-year 11.46%.

MRIMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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