MEERX Mutual Fund

MEERX Mutual Fund

NAV$8.03
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Returns Overview

1 Month
+3.11%
3 Months
-0.22%
6 Months
+7.97%
YTD
+15.10%
1 Year
+1.67%
3 Years (annualized)
+9.25%
5 Years (annualized)
+7.07%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEERX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.10%
Peer Avg (YTD)
+10.47%
vs Peers
+4.62%

MEERX Mutual Fund Performance

MEERX performance across multiple time periods: 1-month 3.11%, YTD 15.10%, 1-year 1.67%, 3-year 9.25%, 5-year 7.07%, 10-year 6.31%.

MEERX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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