MRSRX Mutual Fund

NAV$28.77

Returns Overview

1 Month
+1.32%
3 Months
+8.94%
6 Months
+9.98%
YTD
+9.29%
1 Year
+15.73%
3 Years (annualized)
+12.30%
5 Years (annualized)
+5.78%
10 Years (annualized)
+8.58%

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

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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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+9.13%
vs Peers
+0.15%

MRSRX Mutual Fund Performance

MRSRX performance across multiple time periods: 1-month 1.32%, YTD 9.29%, 1-year 15.73%, 3-year 12.30%, 5-year 5.78%, 10-year 8.58%.

MRSRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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