MRMAX Mutual Fund

MRMAX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+1.83%
3 Months
+4.50%
6 Months
+4.62%
YTD
+7.56%
1 Year
+6.61%
3 Years (annualized)
+7.27%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRMAX 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
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📉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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+5.90%
vs Peers
+1.67%

MRMAX Mutual Fund Performance

MRMAX performance across multiple time periods: 1-month 1.83%, YTD 7.56%, 1-year 6.61%, 3-year 7.27%, 5-year 4.14%, 10-year 5.64%.

MRMAX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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