MTRCX Mutual Fund

NAV$20.46

Returns Overview

1 Month
+2.87%
3 Months
+2.81%
6 Months
+2.35%
YTD
+4.39%
1 Year
+8.30%
3 Years (annualized)
+7.12%
5 Years (annualized)
+3.54%
10 Years (annualized)
+6.06%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+5.87%
vs Peers
-1.48%

MTRCX Mutual Fund Performance

MTRCX performance across multiple time periods: 1-month 2.87%, YTD 4.39%, 1-year 8.30%, 3-year 7.12%, 5-year 3.54%, 10-year 6.06%.

MTRCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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