MRSPX Mutual Fund

NAV$18.65

Returns Overview

1 Month
+3.46%
3 Months
+20.88%
6 Months
+24.17%
YTD
+22.51%
1 Year
+37.74%
3 Years (annualized)
+18.89%
5 Years (annualized)
+8.83%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSPX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.51%
Peer Avg (YTD)
+10.82%
vs Peers
+11.69%

MRSPX Mutual Fund Performance

MRSPX performance across multiple time periods: 1-month 3.46%, YTD 22.51%, 1-year 37.74%, 3-year 18.89%, 5-year 8.83%, 10-year 11.66%.

MRSPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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