MRLOX Mutual Fund

NAV$18.95

Returns Overview

1 Month
+0.55%
3 Months
+10.53%
6 Months
+7.91%
YTD
+7.33%
1 Year
+16.09%
3 Years (annualized)
+13.50%
5 Years (annualized)
+5.41%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLOX 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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+5.87%
vs Peers
+1.47%

MRLOX Mutual Fund Performance

MRLOX performance across multiple time periods: 1-month 0.55%, YTD 7.33%, 1-year 16.09%, 3-year 13.50%, 5-year 5.41%, 10-year 7.50%.

MRLOX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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