MIRSX Mutual Fund

MIRSX Mutual Fund

NAV$25.66
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Returns Overview

1 Month
-5.96%
3 Months
-5.26%
6 Months
+10.24%
YTD
+10.97%
1 Year
+15.30%
3 Years (annualized)
+14.33%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIRSX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+6.72%
vs Peers
+4.24%

MIRSX Mutual Fund Performance

MIRSX performance across multiple time periods: 1-month -5.96%, YTD 10.97%, 1-year 15.30%, 3-year 14.33%, 5-year 9.76%, 10-year 11.09%.

MIRSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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