MSRRX Mutual Fund

MSRRX Mutual Fund

NAV$56.41
See how much of MSRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.53%
3 Months
+3.11%
6 Months
+5.08%
YTD
+6.43%
1 Year
+11.71%
3 Years (annualized)
+14.29%
5 Years (annualized)
+8.69%
10 Years (annualized)
+12.56%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+9.41%
vs Peers
-2.98%

MSRRX Mutual Fund Performance

MSRRX performance across multiple time periods: 1-month 0.53%, YTD 6.43%, 1-year 11.71%, 3-year 14.29%, 5-year 8.69%, 10-year 12.56%.

MSRRX returns trail the peer average of 9.41% 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.