MTRAX Mutual Fund

MTRAX Mutual Fund

NAV$25.65
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Returns Overview

1 Month
-2.50%
3 Months
-1.33%
6 Months
+9.72%
YTD
+12.02%
1 Year
+15.49%
3 Years (annualized)
+16.35%
5 Years (annualized)
+7.43%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRAX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+5.22%
vs Peers
+6.80%

MTRAX Mutual Fund Performance

MTRAX performance across multiple time periods: 1-month -2.50%, YTD 12.02%, 1-year 15.49%, 3-year 16.35%, 5-year 7.43%, 10-year 7.65%.

MTRAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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