MRSSX Mutual Fund

MRSSX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+2.13%
3 Months
+5.57%
6 Months
+6.05%
YTD
+9.00%
1 Year
+8.43%
3 Years (annualized)
+9.88%
5 Years (annualized)
+7.07%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSSX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+5.90%
vs Peers
+3.11%

MRSSX Mutual Fund Performance

MRSSX performance across multiple time periods: 1-month 2.13%, YTD 9.00%, 1-year 8.43%, 3-year 9.88%, 5-year 7.07%, 10-year 8.09%.

MRSSX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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