MRRFX Mutual Fund

NAV$18.45

Returns Overview

1 Month
+3.58%
3 Months
+15.33%
6 Months
+13.04%
YTD
+11.99%
1 Year
+22.09%
3 Years (annualized)
+12.31%
5 Years (annualized)
+8.45%
10 Years (annualized)
+10.74%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+10.82%
vs Peers
+1.18%

MRRFX Mutual Fund Performance

MRRFX performance across multiple time periods: 1-month 3.58%, YTD 11.99%, 1-year 22.09%, 3-year 12.31%, 5-year 8.45%, 10-year 10.74%.

MRRFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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