MRSRX Mutual Fund

MRSRX Mutual Fund

NAV$27.56
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Returns Overview

1 Month
-3.02%
3 Months
+0.33%
6 Months
+9.30%
YTD
+9.64%
1 Year
+14.60%
3 Years (annualized)
+13.95%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSRX 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)
+9.64%
Peer Avg (YTD)
+9.29%
vs Peers
+0.35%

MRSRX Mutual Fund Performance

MRSRX performance across multiple time periods: 1-month -3.02%, YTD 9.64%, 1-year 14.60%, 3-year 13.95%, 5-year 5.65%, 10-year 8.48%.

MRSRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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