MSRRX Mutual Fund

NAV$58.47

Returns Overview

1 Month
-0.43%
3 Months
+11.52%
6 Months
+6.04%
YTD
+5.86%
1 Year
+13.92%
3 Years (annualized)
+12.81%
5 Years (annualized)
+7.78%
10 Years (annualized)
+12.16%

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
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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+9.51%
vs Peers
-3.64%

MSRRX Mutual Fund Performance

MSRRX performance across multiple time periods: 1-month -0.43%, YTD 5.86%, 1-year 13.92%, 3-year 12.81%, 5-year 7.78%, 10-year 12.16%.

MSRRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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