MTRAX Mutual Fund

NAV$25.84

Returns Overview

1 Month
+0.39%
3 Months
+4.57%
6 Months
+9.40%
YTD
+12.10%
1 Year
+21.97%
3 Years (annualized)
+15.81%
5 Years (annualized)
+7.59%
10 Years (annualized)
+7.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+5.93%
vs Peers
+6.17%

MTRAX Mutual Fund Performance

MTRAX performance across multiple time periods: 1-month 0.39%, YTD 12.10%, 1-year 21.97%, 3-year 15.81%, 5-year 7.59%, 10-year 7.75%.

MTRAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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