MRSAX Mutual Fund

MRSAX Mutual Fund

NAV$28.69
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Returns Overview

1 Month
-3.00%
3 Months
+0.38%
6 Months
+9.40%
YTD
+9.82%
1 Year
+14.83%
3 Years (annualized)
+14.23%
5 Years (annualized)
+5.92%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSAX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+9.29%
vs Peers
+0.53%

MRSAX Mutual Fund Performance

MRSAX performance across multiple time periods: 1-month -3.00%, YTD 9.82%, 1-year 14.83%, 3-year 14.23%, 5-year 5.92%, 10-year 8.75%.

MRSAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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