MTRIX Mutual Fund

MTRIX Mutual Fund

NAV$19.77
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Returns Overview

1 Month
-4.86%
3 Months
-0.55%
6 Months
+1.41%
YTD
+2.25%
1 Year
+4.95%
3 Years (annualized)
+9.62%
5 Years (annualized)
+4.93%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+4.96%
vs Peers
-2.71%

MTRIX Mutual Fund Performance

MTRIX performance across multiple time periods: 1-month -4.86%, YTD 2.25%, 1-year 4.95%, 3-year 9.62%, 5-year 4.93%, 10-year 7.27%.

MTRIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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