MRMZX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
+1.85%
3 Months
+4.58%
6 Months
+4.69%
YTD
+7.58%
1 Year
+6.67%
3 Years (annualized)
+7.35%
5 Years (annualized)
+4.23%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRMZX 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

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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)
+7.58%
Peer Avg (YTD)
+5.90%
vs Peers
+1.69%

MRMZX Mutual Fund Performance

MRMZX performance across multiple time periods: 1-month 1.85%, YTD 7.58%, 1-year 6.67%, 3-year 7.35%, 5-year 4.23%, 10-year 5.72%.

MRMZX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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