MRSAX Mutual Fund

NAV$29.73

Returns Overview

1 Month
+1.34%
3 Months
+8.98%
6 Months
+10.11%
YTD
+9.40%
1 Year
+15.97%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSAX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+9.13%
vs Peers
+0.26%

MRSAX Mutual Fund Performance

MRSAX performance across multiple time periods: 1-month 1.34%, YTD 9.40%, 1-year 15.97%, 3-year 12.57%, 5-year 6.04%, 10-year 8.85%.

MRSAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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