MERAX Mutual Fund

NAV$16.22

Returns Overview

1 Month
+5.60%
3 Months
+8.53%
6 Months
+3.74%
YTD
+3.25%
1 Year
+4.31%
3 Years (annualized)
+8.87%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.82%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+10.82%
vs Peers
-7.57%

MERAX Mutual Fund Performance

MERAX performance across multiple time periods: 1-month 5.60%, YTD 3.25%, 1-year 4.31%, 3-year 8.87%, 5-year 7.39%, 10-year 10.82%.

MERAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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