MTRCX Mutual Fund

MTRCX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
-4.93%
3 Months
-0.75%
6 Months
+0.98%
YTD
+1.55%
1 Year
+3.93%
3 Years (annualized)
+8.54%
5 Years (annualized)
+3.93%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+4.96%
vs Peers
-3.41%

MTRCX Mutual Fund Performance

MTRCX performance across multiple time periods: 1-month -4.93%, YTD 1.55%, 1-year 3.93%, 3-year 8.54%, 5-year 3.93%, 10-year 6.29%.

MTRCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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