MRLOX Mutual Fund

MRLOX Mutual Fund

NAV$18.59
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Returns Overview

1 Month
+2.00%
3 Months
+0.87%
6 Months
+4.06%
YTD
+7.68%
1 Year
+14.45%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.26%
10 Years (annualized)
+7.34%

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)
+7.68%
Peer Avg (YTD)
+6.28%
vs Peers
+1.39%

MRLOX Mutual Fund Performance

MRLOX performance across multiple time periods: 1-month 2.00%, YTD 7.68%, 1-year 14.45%, 3-year 13.82%, 5-year 5.26%, 10-year 7.34%.

MRLOX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.48%, 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.