MRSIX Mutual Fund

MRSIX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
+2.24%
3 Months
+5.82%
6 Months
+6.64%
YTD
+12.00%
1 Year
+22.34%
3 Years (annualized)
+12.95%
5 Years (annualized)
+6.52%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSIX 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
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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)
+12.00%
Peer Avg (YTD)
+9.42%
vs Peers
+2.57%

MRSIX Mutual Fund Performance

MRSIX performance across multiple time periods: 1-month 2.24%, YTD 12.00%, 1-year 22.34%, 3-year 12.95%, 5-year 6.52%, 10-year 8.95%.

MRSIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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