MERIX Mutual Fund

MERIX Mutual Fund

NAV$17.48
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Returns Overview

1 Month
+0.29%
3 Months
+0.99%
6 Months
+1.76%
YTD
+1.94%
1 Year
+4.23%
3 Years (annualized)
+6.30%
5 Years (annualized)
+4.69%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MERIX 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)
+1.94%
Peer Avg (YTD)
+2.39%
vs Peers
-0.44%

MERIX Mutual Fund Performance

MERIX performance across multiple time periods: 1-month 0.29%, YTD 1.94%, 1-year 4.23%, 3-year 6.30%, 5-year 4.69%, 10-year 4.60%.

MERIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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