MRSKX Mutual Fund

NAV$28.40

Returns Overview

1 Month
+0.32%
3 Months
+5.11%
6 Months
+3.24%
YTD
+9.36%
1 Year
+16.40%
3 Years (annualized)
+12.96%
5 Years (annualized)
+6.42%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSKX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+9.13%
vs Peers
+0.23%

MRSKX Mutual Fund Performance

MRSKX performance across multiple time periods: 1-month 0.32%, YTD 9.36%, 1-year 16.40%, 3-year 12.96%, 5-year 6.42%, 10-year 9.24%.

MRSKX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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