MRMYX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+1.93%
3 Months
+4.62%
6 Months
+4.85%
YTD
+7.83%
1 Year
+6.92%
3 Years (annualized)
+7.61%
5 Years (annualized)
+4.51%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRMYX 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

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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)
+7.83%
Peer Avg (YTD)
+5.90%
vs Peers
+1.93%

MRMYX Mutual Fund Performance

MRMYX performance across multiple time periods: 1-month 1.93%, YTD 7.83%, 1-year 6.92%, 3-year 7.61%, 5-year 4.51%, 10-year 5.67%.

MRMYX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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