MROSX Mutual Fund

MROSX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+1.90%
3 Months
+4.61%
6 Months
+4.84%
YTD
+7.84%
1 Year
+7.05%
3 Years (annualized)
+7.71%
5 Years (annualized)
+4.59%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MROSX 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)
+7.84%
Peer Avg (YTD)
+5.90%
vs Peers
+1.94%

MROSX Mutual Fund Performance

MROSX performance across multiple time periods: 1-month 1.90%, YTD 7.84%, 1-year 7.05%, 3-year 7.71%, 5-year 4.59%, 10-year 6.13%.

MROSX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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