MERIX Mutual Fund

NAV$17.36

Returns Overview

1 Month
+0.52%
3 Months
+0.76%
6 Months
+1.59%
YTD
+1.65%
1 Year
+8.38%
3 Years (annualized)
+7.47%
5 Years (annualized)
+4.11%
10 Years (annualized)
+4.62%

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
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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+3.47%
vs Peers
-1.82%

MERIX Mutual Fund Performance

MERIX performance across multiple time periods: 1-month 0.52%, YTD 1.65%, 1-year 8.38%, 3-year 7.47%, 5-year 4.11%, 10-year 4.62%.

MERIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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