MRASX Mutual Fund

MRASX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-5.68%
3 Months
-6.12%
6 Months
+4.39%
YTD
+8.43%
1 Year
+6.70%
3 Years (annualized)
+13.91%
5 Years (annualized)
+6.50%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRASX 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
FTSE Nareit All Equity REITs Total Return Index
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+4.73%
vs Peers
+3.69%

MRASX Mutual Fund Performance

MRASX performance across multiple time periods: 1-month -5.68%, YTD 8.43%, 1-year 6.70%, 3-year 13.91%, 5-year 6.50%, 10-year 5.28%.

MRASX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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