MTRRX Mutual Fund

MTRRX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
+5.17%
3 Months
+1.86%
6 Months
+5.12%
YTD
+7.18%
1 Year
+11.21%
3 Years (annualized)
+12.63%
5 Years (annualized)
+5.11%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+5.30%
vs Peers
+1.88%

MTRRX Mutual Fund Performance

MTRRX performance across multiple time periods: 1-month 5.17%, YTD 7.18%, 1-year 11.21%, 3-year 12.63%, 5-year 5.11%, 10-year 7.39%.

MTRRX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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