MRLTX Mutual Fund

MRLTX Mutual Fund

NAV$18.02
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Returns Overview

1 Month
+0.85%
3 Months
+2.18%
6 Months
+3.67%
YTD
+4.16%
1 Year
+6.15%
3 Years (annualized)
+14.54%
5 Years (annualized)
+9.02%
10 Years (annualized)
+14.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLTX 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)
+4.16%
Peer Avg (YTD)
+11.21%
vs Peers
-7.06%

MRLTX Mutual Fund Performance

MRLTX performance across multiple time periods: 1-month 0.85%, YTD 4.16%, 1-year 6.15%, 3-year 14.54%, 5-year 9.02%, 10-year 14.15%.

MRLTX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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