MNRMX Mutual Fund

NAV$47.99

Returns Overview

1 Month
+7.73%
3 Months
+22.44%
6 Months
+23.20%
YTD
+22.53%
1 Year
+39.35%
3 Years (annualized)
+27.14%
5 Years (annualized)
+15.74%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNRMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.53%
Peer Avg (YTD)
+9.51%
vs Peers
+13.02%

MNRMX Mutual Fund Performance

MNRMX performance across multiple time periods: 1-month 7.73%, YTD 22.53%, 1-year 39.35%, 3-year 27.14%, 5-year 15.74%, 10-year 14.12%.

MNRMX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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