MRLRX Mutual Fund

MRLRX Mutual Fund

NAV$22.21
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Returns Overview

1 Month
-0.59%
3 Months
+3.72%
6 Months
+21.30%
YTD
+16.76%
1 Year
+21.76%
3 Years (annualized)
+23.47%
5 Years (annualized)
+13.01%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLRX 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 Index(^RUI)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+9.98%
vs Peers
+6.78%

MRLRX Mutual Fund Performance

MRLRX performance across multiple time periods: 1-month -0.59%, YTD 16.76%, 1-year 21.76%, 3-year 23.47%, 5-year 13.01%, 10-year 15.68%.

MRLRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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