MTRRX Mutual Fund

MTRRX Mutual Fund

NAV$20.66
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Returns Overview

1 Month
+2.61%
3 Months
+2.98%
6 Months
+3.02%
YTD
+5.22%
1 Year
+11.50%
3 Years (annualized)
+9.13%
5 Years (annualized)
+4.36%
10 Years (annualized)
+6.61%

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)
+5.22%
Peer Avg (YTD)
+5.54%
vs Peers
-0.31%

MTRRX Mutual Fund Performance

MTRRX performance across multiple time periods: 1-month 2.61%, YTD 5.22%, 1-year 11.50%, 3-year 9.13%, 5-year 4.36%, 10-year 6.61%.

MTRRX returns trail the peer average of 5.54% 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.