MROYX Mutual Fund

NAV$9.59

Returns Overview

1 Month
+2.21%
3 Months
+5.52%
6 Months
+5.99%
YTD
+8.92%
1 Year
+8.36%
3 Years (annualized)
+9.75%
5 Years (annualized)
+6.98%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MROYX 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)
+8.92%
Peer Avg (YTD)
+5.90%
vs Peers
+3.03%

MROYX Mutual Fund Performance

MROYX performance across multiple time periods: 1-month 2.21%, YTD 8.92%, 1-year 8.36%, 3-year 9.75%, 5-year 6.98%, 10-year 7.99%.

MROYX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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