MRSAX Mutual Fund

MRSAX Mutual Fund

NAV$28.82
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Returns Overview

1 Month
+2.23%
3 Months
+5.78%
6 Months
+6.51%
YTD
+11.84%
1 Year
+22.03%
3 Years (annualized)
+12.68%
5 Years (annualized)
+6.26%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSAX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+9.42%
vs Peers
+2.42%

MRSAX Mutual Fund Performance

MRSAX performance across multiple time periods: 1-month 2.23%, YTD 11.84%, 1-year 22.03%, 3-year 12.68%, 5-year 6.26%, 10-year 8.69%.

MRSAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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