MRVAX Mutual Fund

MRVAX Mutual Fund

NAV$2.00
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Returns Overview

1 Month
-2.51%
3 Months
+3.66%
6 Months
+7.91%
YTD
+13.09%
1 Year
+6.43%
3 Years (annualized)
+8.51%
5 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRVAX 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 Index(MEAFE)
This Mutual Fund (YTD)
+13.09%
Peer Avg (YTD)
+8.12%
vs Peers
+4.97%

MRVAX Mutual Fund Performance

MRVAX performance across multiple time periods: 1-month -2.51%, YTD 13.09%, 1-year 6.43%, 3-year 8.51%, 5-year 5.00%.

MRVAX returns outperform the peer average of 8.12% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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