MTRAX Mutual Fund

MTRAX Mutual Fund

NAV$25.72
See how much of MTRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.46%
3 Months
+1.07%
6 Months
+5.91%
YTD
+14.77%
1 Year
+17.06%
3 Years (annualized)
+18.89%
5 Years (annualized)
+12.99%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRAX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+5.74%
vs Peers
+9.03%

MTRAX Mutual Fund Performance

MTRAX performance across multiple time periods: 1-month 2.46%, YTD 14.77%, 1-year 17.06%, 3-year 18.89%, 5-year 12.99%, 10-year 10.48%.

MTRAX returns outperform the peer average of 5.74% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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