MRFOX Mutual Fund

NAV$34.20

Returns Overview

1 Month
+0.99%
3 Months
+5.21%
6 Months
+7.40%
YTD
+1.20%
1 Year
+8.02%
3 Years
+13.95%
5 Years
+14.44%
10 Years
+16.43%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MRFOX 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)
+1.20%
Peer Avg (YTD)
+0.87%
vs Peers
+0.33%

MRFOX Mutual Fund Performance

MRFOX performance across multiple time periods: 1-month 0.99%, YTD 1.20%, 1-year 8.02%, 3-year 13.95%, 5-year 14.44%, 10-year 16.43%.

MRFOX returns outperform the peer average of 0.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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