MRSIX Mutual Fund

NAV$31.00

Returns Overview

1 Month
+1.39%
3 Months
+9.06%
6 Months
+10.27%
YTD
+9.54%
1 Year
+16.30%
3 Years (annualized)
+12.85%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.12%

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
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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+9.13%
vs Peers
+0.41%

MRSIX Mutual Fund Performance

MRSIX performance across multiple time periods: 1-month 1.39%, YTD 9.54%, 1-year 16.30%, 3-year 12.85%, 5-year 6.31%, 10-year 9.12%.

MRSIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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