MFRKX Mutual Fund

MFRKX Mutual Fund

NAV$62.18
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Returns Overview

1 Month
+0.03%
3 Months
+2.46%
6 Months
+14.42%
YTD
+8.76%
1 Year
+10.94%
3 Years (annualized)
+16.29%
5 Years (annualized)
+9.11%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRKX 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)
+8.76%
Peer Avg (YTD)
+9.98%
vs Peers
-1.23%

MFRKX Mutual Fund Performance

MFRKX performance across multiple time periods: 1-month 0.03%, YTD 8.76%, 1-year 10.94%, 3-year 16.29%, 5-year 9.11%, 10-year 13.34%.

MFRKX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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