MROUX Mutual Fund

NAV$9.17

Returns Overview

1 Month
+2.17%
3 Months
+5.61%
6 Months
+6.09%
YTD
+9.05%
1 Year
+8.59%
3 Years (annualized)
+9.98%
5 Years (annualized)
+7.20%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MROUX 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)
+9.05%
Peer Avg (YTD)
+5.90%
vs Peers
+3.15%

MROUX Mutual Fund Performance

MROUX performance across multiple time periods: 1-month 2.17%, YTD 9.05%, 1-year 8.59%, 3-year 9.98%, 5-year 7.20%, 10-year 7.70%.

MROUX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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