MRERX Mutual Fund

NAV$53.65

Returns Overview

1 Month
-0.70%
3 Months
+11.35%
6 Months
+6.74%
YTD
+6.43%
1 Year
+14.18%
3 Years (annualized)
+14.82%
5 Years (annualized)
+9.16%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRERX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+9.51%
vs Peers
-3.08%

MRERX Mutual Fund Performance

MRERX performance across multiple time periods: 1-month -0.70%, YTD 6.43%, 1-year 14.18%, 3-year 14.82%, 5-year 9.16%, 10-year 13.49%.

MRERX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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