MSRRX Mutual Fund

MSRRX Mutual Fund

NAV$56.45
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Returns Overview

1 Month
-1.51%
3 Months
+0.23%
6 Months
+3.34%
YTD
+6.68%
1 Year
+6.76%
3 Years (annualized)
+17.52%
5 Years (annualized)
+7.98%
10 Years (annualized)
+12.80%

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)
+6.68%
Peer Avg (YTD)
+9.28%
vs Peers
-2.60%

MSRRX Mutual Fund Performance

MSRRX performance across multiple time periods: 1-month -1.51%, YTD 6.68%, 1-year 6.76%, 3-year 17.52%, 5-year 7.98%, 10-year 12.80%.

MSRRX returns trail the peer average of 9.28% 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.