MIRTX Mutual Fund

MIRTX Mutual Fund

NAV$35.71
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Returns Overview

3 Months
+2.62%
6 Months
+13.95%
YTD
+9.02%
1 Year
+11.23%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.39%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIRTX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+9.98%
vs Peers
-0.97%

MIRTX Mutual Fund Performance

MIRTX performance across multiple time periods: YTD 9.02%, 1-year 11.23%, 3-year 12.47%, 5-year 6.39%, 10-year 11.48%.

MIRTX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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