MRSPX Mutual Fund

MRSPX Mutual Fund

NAV$17.45
See how much of MRSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.34%
3 Months
-2.33%
6 Months
+2.17%
YTD
+16.35%
1 Year
+20.03%
3 Years (annualized)
+20.87%
5 Years (annualized)
+7.48%
10 Years (annualized)
+11.29%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+8.01%
vs Peers
+8.34%

MRSPX Mutual Fund Performance

MRSPX performance across multiple time periods: 1-month 0.34%, YTD 16.35%, 1-year 20.03%, 3-year 20.87%, 5-year 7.48%, 10-year 11.29%.

MRSPX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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