MRSRX Mutual Fund

MRSRX Mutual Fund

NAV$28.55
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Returns Overview

1 Month
+2.18%
3 Months
+5.67%
6 Months
+6.35%
YTD
+11.67%
1 Year
+21.70%
3 Years (annualized)
+12.38%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSRX 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
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🏦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)
+11.67%
Peer Avg (YTD)
+9.42%
vs Peers
+2.24%

MRSRX Mutual Fund Performance

MRSRX performance across multiple time periods: 1-month 2.18%, YTD 11.67%, 1-year 21.70%, 3-year 12.38%, 5-year 5.99%, 10-year 8.40%.

MRSRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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