MRCEX Mutual Fund

MRCEX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
-2.24%
3 Months
+2.26%
6 Months
+6.65%
YTD
+6.20%
1 Year
+6.21%
3 Years (annualized)
+10.85%
5 Years (annualized)
+5.32%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCEX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+8.68%
vs Peers
-2.48%

MRCEX Mutual Fund Performance

MRCEX performance across multiple time periods: 1-month -2.24%, YTD 6.20%, 1-year 6.21%, 3-year 10.85%, 5-year 5.32%, 10-year 11.63%.

MRCEX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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