MERFX Mutual Fund

MERFX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
+0.29%
3 Months
+0.92%
6 Months
+1.68%
YTD
+1.86%
1 Year
+3.99%
3 Years (annualized)
+6.00%
5 Years (annualized)
+4.39%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MERFX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+2.39%
vs Peers
-0.53%

MERFX Mutual Fund Performance

MERFX performance across multiple time periods: 1-month 0.29%, YTD 1.86%, 1-year 3.99%, 3-year 6.00%, 5-year 4.39%, 10-year 4.29%.

MERFX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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