MARMX Mutual Fund

MARMX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
-1.83%
3 Months
-1.58%
6 Months
+3.03%
YTD
+1.98%
1 Year
+3.79%
3 Years (annualized)
+8.67%
5 Years (annualized)
+1.88%
10 Years (annualized)
+27.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MARMX 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
Bloomberg Barclays Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+7.10%
vs Peers
-5.12%

MARMX Mutual Fund Performance

MARMX performance across multiple time periods: 1-month -1.83%, YTD 1.98%, 1-year 3.79%, 3-year 8.67%, 5-year 1.88%, 10-year 27.83%.

MARMX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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