MRLIX Mutual Fund

MRLIX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-1.83%
3 Months
+2.08%
6 Months
+3.21%
YTD
+3.46%
1 Year
+6.26%
3 Years (annualized)
+13.96%
5 Years (annualized)
+9.73%
10 Years (annualized)
+14.43%

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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+9.41%
vs Peers
-5.96%

MRLIX Mutual Fund Performance

MRLIX performance across multiple time periods: 1-month -1.83%, YTD 3.46%, 1-year 6.26%, 3-year 13.96%, 5-year 9.73%, 10-year 14.43%.

MRLIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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