MREXX Mutual Fund

MREXX Mutual Fund

NAV$1.00
See how much of MREXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.56%
6 Months
+1.14%
YTD
+2.00%
1 Year
+2.60%
3 Years (annualized)
+2.36%
5 Years (annualized)
+2.08%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MREXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+2.21%
vs Peers
-0.22%

MREXX Mutual Fund Performance

MREXX performance across multiple time periods: YTD 2.00%, 1-year 2.60%, 3-year 2.36%, 5-year 2.08%, 10-year 1.18%.

MREXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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