MRMUX Mutual Fund

NAV$8.94

Returns Overview

1 Month
+1.95%
3 Months
+4.67%
6 Months
+4.91%
YTD
+7.91%
1 Year
+7.11%
3 Years (annualized)
+7.82%
5 Years (annualized)
+4.69%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRMUX 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)
+7.91%
Peer Avg (YTD)
+5.90%
vs Peers
+2.02%

MRMUX Mutual Fund Performance

MRMUX performance across multiple time periods: 1-month 1.95%, YTD 7.91%, 1-year 7.11%, 3-year 7.82%, 5-year 4.69%, 10-year 6.21%.

MRMUX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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