MRMTX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+1.94%
3 Months
+4.56%
6 Months
+4.56%
YTD
+7.46%
1 Year
+6.38%
3 Years (annualized)
+7.08%
5 Years (annualized)
+3.97%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRMTX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+5.90%
vs Peers
+1.56%

MRMTX Mutual Fund Performance

MRMTX performance across multiple time periods: 1-month 1.94%, YTD 7.46%, 1-year 6.38%, 3-year 7.08%, 5-year 3.97%, 10-year 5.45%.

MRMTX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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