MRSLX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
+2.12%
3 Months
+5.53%
6 Months
+5.88%
YTD
+8.93%
1 Year
+8.24%
3 Years (annualized)
+9.66%
5 Years (annualized)
+6.88%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSLX 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
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📉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

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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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+5.90%
vs Peers
+3.04%

MRSLX Mutual Fund Performance

MRSLX performance across multiple time periods: 1-month 2.12%, YTD 8.93%, 1-year 8.24%, 3-year 9.66%, 5-year 6.88%, 10-year 7.42%.

MRSLX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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