MRRAX Mutual Fund

MRRAX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+2.38%
3 Months
+6.40%
6 Months
+7.03%
YTD
+9.97%
1 Year
+9.49%
3 Years (annualized)
+11.64%
5 Years (annualized)
+8.30%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRRAX 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)
+9.97%
Peer Avg (YTD)
+6.52%
vs Peers
+3.44%

MRRAX Mutual Fund Performance

MRRAX performance across multiple time periods: 1-month 2.38%, YTD 9.97%, 1-year 9.49%, 3-year 11.64%, 5-year 8.30%, 10-year 8.35%.

MRRAX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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