MRSHX Mutual Fund

MRSHX Mutual Fund

NAV$29.59
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Returns Overview

1 Month
+1.32%
3 Months
+9.01%
6 Months
+10.11%
YTD
+9.39%
1 Year
+15.97%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSHX 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)
+9.39%
Peer Avg (YTD)
+9.13%
vs Peers
+0.26%

MRSHX Mutual Fund Performance

MRSHX performance across multiple time periods: 1-month 1.32%, YTD 9.39%, 1-year 15.97%, 3-year 12.57%, 5-year 6.04%, 10-year 8.85%.

MRSHX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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