MRSPX Mutual Fund

MRSPX Mutual Fund

NAV$17.69
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Returns Overview

1 Month
-3.89%
3 Months
-5.35%
6 Months
+14.42%
YTD
+15.95%
1 Year
+20.15%
3 Years (annualized)
+17.80%
5 Years (annualized)
+8.63%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+6.72%
vs Peers
+9.23%

MRSPX Mutual Fund Performance

MRSPX performance across multiple time periods: 1-month -3.89%, YTD 15.95%, 1-year 20.15%, 3-year 17.80%, 5-year 8.63%, 10-year 11.14%.

MRSPX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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