MRIMX Mutual Fund

MRIMX Mutual Fund

NAV$28.28
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Returns Overview

1 Month
-5.45%
3 Months
-2.80%
6 Months
+9.25%
YTD
+13.13%
1 Year
+14.32%
3 Years (annualized)
+14.77%
5 Years (annualized)
+9.64%
10 Years (annualized)
+10.30%

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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+6.72%
vs Peers
+6.40%

MRIMX Mutual Fund Performance

MRIMX performance across multiple time periods: 1-month -5.45%, YTD 13.13%, 1-year 14.32%, 3-year 14.77%, 5-year 9.64%, 10-year 10.30%.

MRIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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