MERDX Mutual Fund

NAV$33.44

Returns Overview

1 Month
+4.22%
3 Months
+19.10%
6 Months
+9.69%
YTD
+9.44%
1 Year
+7.32%
3 Years (annualized)
+3.06%
5 Years (annualized)
-2.33%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MERDX 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

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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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+18.52%
vs Peers
-9.08%

MERDX Mutual Fund Performance

MERDX performance across multiple time periods: 1-month 4.22%, YTD 9.44%, 1-year 7.32%, 3-year 3.06%, 5-year -2.33%, 10-year 7.64%.

MERDX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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