MMERX Mutual Fund

NAV$37.20
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Returns Overview

1 Month
+0.59%
3 Months
-0.37%
6 Months
+2.67%
YTD
+3.39%
1 Year
+15.18%
3 Years (annualized)
+0.84%
5 Years (annualized)
+7.96%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMERX 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

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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
Russell Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+3.64%
vs Peers
-0.25%

MMERX Mutual Fund Performance

MMERX performance across multiple time periods: 1-month 0.59%, YTD 3.39%, 1-year 15.18%, 3-year 0.84%, 5-year 7.96%, 10-year 6.96%.

MMERX returns trail the peer average of 3.64% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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