MRLSX Mutual Fund

MRLSX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
-1.84%
3 Months
+2.03%
6 Months
+3.14%
YTD
+3.37%
1 Year
+6.17%
3 Years (annualized)
+13.87%
5 Years (annualized)
+9.64%
10 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLSX 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)
+3.37%
Peer Avg (YTD)
+9.41%
vs Peers
-6.04%

MRLSX Mutual Fund Performance

MRLSX performance across multiple time periods: 1-month -1.84%, YTD 3.37%, 1-year 6.17%, 3-year 13.87%, 5-year 9.64%, 10-year 13.43%.

MRLSX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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