MKTRX Mutual Fund

MKTRX Mutual Fund

NAV$20.84
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Returns Overview

3 Months
+0.58%
6 Months
-0.24%
YTD
+2.50%
1 Year
+2.68%
3 Years (annualized)
+5.77%
5 Years (annualized)
+4.42%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKTRX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+3.57%
vs Peers
-1.07%

MKTRX Mutual Fund Performance

MKTRX performance across multiple time periods: YTD 2.50%, 1-year 2.68%, 3-year 5.77%, 5-year 4.42%, 10-year 4.21%.

MKTRX returns trail the peer average of 3.57% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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