MRLOX Mutual Fund

MRLOX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
-1.65%
3 Months
+2.12%
6 Months
+3.30%
YTD
+5.56%
1 Year
+14.90%
3 Years (annualized)
+12.19%
5 Years (annualized)
+5.08%
10 Years (annualized)
+7.02%

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
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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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+5.54%
vs Peers
+0.03%

MRLOX Mutual Fund Performance

MRLOX performance across multiple time periods: 1-month -1.65%, YTD 5.56%, 1-year 14.90%, 3-year 12.19%, 5-year 5.08%, 10-year 7.02%.

MRLOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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