MTRDX Mutual Fund

MTRDX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-2.90%
3 Months
-3.63%
6 Months
-2.83%
YTD
-2.53%
1 Year
-1.55%
3 Years (annualized)
+6.02%
5 Years (annualized)
+0.55%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRDX 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)
-2.53%
Peer Avg (YTD)
+0.50%
vs Peers
-3.03%

MTRDX Mutual Fund Performance

MTRDX performance across multiple time periods: 1-month -2.90%, YTD -2.53%, 1-year -1.55%, 3-year 6.02%, 5-year 0.55%, 10-year 2.27%.

MTRDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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