MSRRX Mutual Fund

MSRRX Mutual Fund

NAV$58.68
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Returns Overview

3 Months
+2.32%
6 Months
+14.10%
YTD
+8.32%
1 Year
+10.33%
3 Years (annualized)
+15.65%
5 Years (annualized)
+8.51%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSRRX 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
PROUpgrade to run
🏦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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+9.98%
vs Peers
-1.67%

MSRRX Mutual Fund Performance

MSRRX performance across multiple time periods: YTD 8.32%, 1-year 10.33%, 3-year 15.65%, 5-year 8.51%, 10-year 12.70%.

MSRRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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