MERDX Mutual Fund

MERDX Mutual Fund

NAV$30.88
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Returns Overview

1 Month
+0.35%
3 Months
-3.10%
6 Months
+3.34%
YTD
+1.75%
1 Year
-0.79%
3 Years (annualized)
+2.15%
5 Years (annualized)
-4.03%
10 Years (annualized)
+4.51%

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
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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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+15.20%
vs Peers
-13.44%

MERDX Mutual Fund Performance

MERDX performance across multiple time periods: 1-month 0.35%, YTD 1.75%, 1-year -0.79%, 3-year 2.15%, 5-year -4.03%, 10-year 4.51%.

MERDX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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