MRLRX Mutual Fund

NAV$22.17

Returns Overview

1 Month
+0.41%
3 Months
+16.95%
6 Months
+12.86%
YTD
+12.58%
1 Year
+28.26%
3 Years (annualized)
+22.29%
5 Years (annualized)
+13.15%
10 Years (annualized)
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLRX 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 Index(^RUI)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+9.51%
vs Peers
+3.07%

MRLRX Mutual Fund Performance

MRLRX performance across multiple time periods: 1-month 0.41%, YTD 12.58%, 1-year 28.26%, 3-year 22.29%, 5-year 13.15%, 10-year 15.50%.

MRLRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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