MRASX Mutual Fund

NAV$13.24

Returns Overview

1 Month
+1.80%
3 Months
+11.20%
6 Months
+15.70%
YTD
+15.50%
1 Year
+16.04%
3 Years (annualized)
+10.89%
5 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRASX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Nareit All Equity REITs Total Return Index
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+11.24%
vs Peers
+4.25%

MRASX Mutual Fund Performance

MRASX performance across multiple time periods: 1-month 1.80%, YTD 15.50%, 1-year 16.04%, 3-year 10.89%, 5-year 4.20%.

MRASX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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