MTERX Mutual Fund

MTERX Mutual Fund

NAV$67.25
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Returns Overview

1 Month
+4.72%
3 Months
-0.17%
6 Months
+25.55%
YTD
+18.50%
1 Year
+28.66%
3 Years (annualized)
+27.60%
5 Years (annualized)
+12.25%
10 Years (annualized)
+18.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTERX 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
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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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+18.50%
Peer Avg (YTD)
+14.35%
vs Peers
+4.15%

MTERX Mutual Fund Performance

MTERX performance across multiple time periods: 1-month 4.72%, YTD 18.50%, 1-year 28.66%, 3-year 27.60%, 5-year 12.25%, 10-year 18.88%.

MTERX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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