MRLOX Mutual Fund

MRLOX Mutual Fund

NAV$18.59
See how much of MRLOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.59%
3 Months
-1.28%
6 Months
+9.12%
YTD
+5.96%
1 Year
+9.82%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.26%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLOX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World (ex US) Index
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+4.96%
vs Peers
+1.00%

MRLOX Mutual Fund Performance

MRLOX performance across multiple time periods: 1-month -1.59%, YTD 5.96%, 1-year 9.82%, 3-year 13.82%, 5-year 5.26%, 10-year 7.34%.

MRLOX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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