MERIX Mutual Fund

MERIX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
+0.81%
3 Months
+1.63%
6 Months
+2.17%
YTD
+2.77%
1 Year
+4.96%
3 Years (annualized)
+7.02%
5 Years (annualized)
+4.81%
10 Years (annualized)
+4.67%

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)
+2.77%
Peer Avg (YTD)
+4.75%
vs Peers
-1.98%

MERIX Mutual Fund Performance

MERIX performance across multiple time periods: 1-month 0.81%, YTD 2.77%, 1-year 4.96%, 3-year 7.02%, 5-year 4.81%, 10-year 4.67%.

MERIX returns trail the peer average of 4.75% 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.