MERAX Mutual Fund

MERAX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
+3.47%
3 Months
+9.42%
6 Months
+3.47%
YTD
+6.83%
1 Year
+10.11%
3 Years (annualized)
+9.05%
5 Years (annualized)
+7.33%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MERAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+9.54%
vs Peers
-2.71%

MERAX Mutual Fund Performance

MERAX performance across multiple time periods: 1-month 3.47%, YTD 6.83%, 1-year 10.11%, 3-year 9.05%, 5-year 7.33%, 10-year 10.69%.

MERAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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