MROZX Mutual Fund

MROZX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+2.06%
3 Months
+5.40%
6 Months
+5.76%
YTD
+8.71%
1 Year
+7.93%
3 Years (annualized)
+9.44%
5 Years (annualized)
+6.69%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MROZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+5.90%
vs Peers
+2.82%

MROZX Mutual Fund Performance

MROZX performance across multiple time periods: 1-month 2.06%, YTD 8.71%, 1-year 7.93%, 3-year 9.44%, 5-year 6.69%, 10-year 7.60%.

MROZX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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