MRLIX Mutual Fund

MRLIX Mutual Fund

NAV$18.12
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Returns Overview

1 Month
-1.80%
3 Months
-2.72%
6 Months
+9.24%
YTD
+2.52%
1 Year
+1.18%
3 Years (annualized)
+14.93%
5 Years (annualized)
+9.38%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+9.98%
vs Peers
-7.46%

MRLIX Mutual Fund Performance

MRLIX performance across multiple time periods: 1-month -1.80%, YTD 2.52%, 1-year 1.18%, 3-year 14.93%, 5-year 9.38%, 10-year 14.54%.

MRLIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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