MRLTX Mutual Fund

NAV$18.17

Returns Overview

1 Month
+3.22%
3 Months
+12.24%
6 Months
+5.40%
YTD
+5.21%
1 Year
+24.24%
3 Years (annualized)
+20.16%
5 Years (annualized)
+13.49%
10 Years (annualized)
+15.29%

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
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 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+9.51%
vs Peers
-4.30%

MRLTX Mutual Fund Performance

MRLTX performance across multiple time periods: 1-month 3.22%, YTD 5.21%, 1-year 24.24%, 3-year 20.16%, 5-year 13.49%, 10-year 15.29%.

MRLTX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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