MERVX Mutual Fund

MERVX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
+0.34%
3 Months
+1.39%
6 Months
+2.11%
YTD
+3.01%
1 Year
+11.91%
3 Years (annualized)
+8.38%
5 Years (annualized)
+5.57%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MERVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+5.40%
vs Peers
-2.39%

MERVX Mutual Fund Performance

MERVX performance across multiple time periods: 1-month 0.34%, YTD 3.01%, 1-year 11.91%, 3-year 8.38%, 5-year 5.57%, 10-year 4.42%.

MERVX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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