MRLSX Mutual Fund

MRLSX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
-1.86%
3 Months
-2.77%
6 Months
+9.20%
YTD
+2.40%
1 Year
+1.09%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.31%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLSX 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)
+2.40%
Peer Avg (YTD)
+9.98%
vs Peers
-7.58%

MRLSX Mutual Fund Performance

MRLSX performance across multiple time periods: 1-month -1.86%, YTD 2.40%, 1-year 1.09%, 3-year 14.87%, 5-year 9.31%, 10-year 14.44%.

MRLSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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