MTERX Mutual Fund

MTERX Mutual Fund

NAV$67.32
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Returns Overview

1 Month
+2.95%
3 Months
+1.69%
6 Months
+36.21%
YTD
+21.99%
1 Year
+25.47%
3 Years (annualized)
+27.60%
5 Years (annualized)
+12.25%
10 Years (annualized)
+18.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTERX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+21.99%
Peer Avg (YTD)
+16.41%
vs Peers
+5.58%

MTERX Mutual Fund Performance

MTERX performance across multiple time periods: 1-month 2.95%, YTD 21.99%, 1-year 25.47%, 3-year 27.60%, 5-year 12.25%, 10-year 18.88%.

MTERX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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