MERAX Mutual Fund

MERAX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-6.04%
3 Months
-2.23%
6 Months
+6.11%
YTD
+0.95%
1 Year
+0.20%
3 Years (annualized)
+9.55%
5 Years (annualized)
+6.96%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MERAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+6.72%
vs Peers
-5.78%

MERAX Mutual Fund Performance

MERAX performance across multiple time periods: 1-month -6.04%, YTD 0.95%, 1-year 0.20%, 3-year 9.55%, 5-year 6.96%, 10-year 10.70%.

MERAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

MERAX vs another fund shows side-by-side returns. MERAX alternatives are available in the Mutual Fund Screener.