MSRRX Mutual Fund

MSRRX Mutual Fund

NAV$58.27
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Returns Overview

1 Month
+1.77%
3 Months
+1.88%
6 Months
+8.40%
YTD
+8.32%
1 Year
+12.34%
3 Years (annualized)
+15.65%
5 Years (annualized)
+8.51%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSRRX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+11.21%
vs Peers
-2.90%

MSRRX Mutual Fund Performance

MSRRX performance across multiple time periods: 1-month 1.77%, YTD 8.32%, 1-year 12.34%, 3-year 15.65%, 5-year 8.51%, 10-year 12.70%.

MSRRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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