MTERX Mutual Fund

NAV$65.02

Returns Overview

1 Month
+1.06%
3 Months
+33.94%
6 Months
+19.87%
YTD
+19.96%
1 Year
+32.33%
3 Years (annualized)
+30.81%
5 Years (annualized)
+13.88%
10 Years (annualized)
+20.20%

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
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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+16.06%
vs Peers
+3.89%

MTERX Mutual Fund Performance

MTERX performance across multiple time periods: 1-month 1.06%, YTD 19.96%, 1-year 32.33%, 3-year 30.81%, 5-year 13.88%, 10-year 20.20%.

MTERX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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