MRRFX Mutual Fund

MRRFX Mutual Fund

NAV$18.12
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Returns Overview

1 Month
+1.74%
3 Months
+9.11%
6 Months
+10.01%
YTD
+15.00%
1 Year
+23.32%
3 Years (annualized)
+13.02%
5 Years (annualized)
+9.65%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRRFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+15.00%
Peer Avg (YTD)
+9.54%
vs Peers
+5.46%

MRRFX Mutual Fund Performance

MRRFX performance across multiple time periods: 1-month 1.74%, YTD 15.00%, 1-year 23.32%, 3-year 13.02%, 5-year 9.65%, 10-year 10.80%.

MRRFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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