MRLTX Mutual Fund

MRLTX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
-1.84%
3 Months
+2.02%
6 Months
+3.10%
YTD
+3.28%
1 Year
+5.91%
3 Years (annualized)
+13.58%
5 Years (annualized)
+9.38%
10 Years (annualized)
+14.55%

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)
+3.28%
Peer Avg (YTD)
+9.41%
vs Peers
-6.13%

MRLTX Mutual Fund Performance

MRLTX performance across multiple time periods: 1-month -1.84%, YTD 3.28%, 1-year 5.91%, 3-year 13.58%, 5-year 9.38%, 10-year 14.55%.

MRLTX returns trail the peer average of 9.41% 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.