MRPIX Mutual Fund

Returns Overview

3 Months
+2.30%
6 Months
-9.26%
YTD
-15.37%
1 Year
-15.37%
3 Years (annualized)
-8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRPIX 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
S&P 500 Total Return Index(^SP500TR:SP)

MRPIX Mutual Fund Performance

MRPIX performance across multiple time periods: YTD -15.37%, 1-year -15.37%, 3-year -8.88%.

MRPIX returns can be compared against peers and benchmarks. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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