MRLIX Mutual Fund

NAV$18.06

Returns Overview

1 Month
+3.27%
3 Months
+12.30%
6 Months
+5.58%
YTD
+5.39%
1 Year
+10.08%
3 Years (annualized)
+11.77%
5 Years (annualized)
+8.82%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+9.51%
vs Peers
-4.12%

MRLIX Mutual Fund Performance

MRLIX performance across multiple time periods: 1-month 3.27%, YTD 5.39%, 1-year 10.08%, 3-year 11.77%, 5-year 8.82%, 10-year 13.09%.

MRLIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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