MARFX Mutual Fund

MARFX Mutual Fund

NAV$25.60
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Returns Overview

1 Month
-5.26%
3 Months
-2.67%
6 Months
+12.41%
YTD
+9.33%
1 Year
+13.13%
3 Years (annualized)
+15.35%
5 Years (annualized)
+9.97%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MARFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+6.73%
vs Peers
+2.61%

MARFX Mutual Fund Performance

MARFX performance across multiple time periods: 1-month -5.26%, YTD 9.33%, 1-year 13.13%, 3-year 15.35%, 5-year 9.97%, 10-year 11.20%.

MARFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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