MRRSX Mutual Fund

MRRSX Mutual Fund

NAV$10.88
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Returns Overview

1 Month
+2.43%
3 Months
+6.46%
6 Months
+7.20%
YTD
+10.27%
1 Year
+9.92%
3 Years (annualized)
+12.11%
5 Years (annualized)
+8.78%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRRSX 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)
+10.27%
Peer Avg (YTD)
+6.52%
vs Peers
+3.74%

MRRSX Mutual Fund Performance

MRRSX performance across multiple time periods: 1-month 2.43%, YTD 10.27%, 1-year 9.92%, 3-year 12.11%, 5-year 8.78%, 10-year 8.79%.

MRRSX returns outperform the peer average of 6.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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