MRSRX Mutual Fund

MRSRX Mutual Fund

NAV$27.24
See how much of MRSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.24%
3 Months
+4.82%
6 Months
+2.59%
YTD
+13.06%
1 Year
+20.54%
3 Years (annualized)
+13.95%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.48%

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
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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+10.17%
vs Peers
+2.88%

MRSRX Mutual Fund Performance

MRSRX performance across multiple time periods: 1-month 1.24%, YTD 13.06%, 1-year 20.54%, 3-year 13.95%, 5-year 5.65%, 10-year 8.48%.

MRSRX returns outperform the peer average of 10.17% 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.