MARRX Mutual Fund

NAV$20.19

Returns Overview

1 Month
-0.05%
3 Months
+1.41%
6 Months
+2.80%
YTD
+4.40%
1 Year
+9.76%
3 Years (annualized)
+10.07%
5 Years (annualized)
+4.65%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MARRX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+6.73%
vs Peers
-2.33%

MARRX Mutual Fund Performance

MARRX performance across multiple time periods: 1-month -0.05%, YTD 4.40%, 1-year 9.76%, 3-year 10.07%, 5-year 4.65%, 10-year 7.42%.

MARRX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

MARRX performance comparison shows side-by-side returns with another fund. MARRX alternatives are available in the Mutual Fund Screener.