MTRRX Mutual Fund

MTRRX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
+1.81%
3 Months
+4.91%
6 Months
+2.48%
YTD
+7.12%
1 Year
+10.51%
3 Years (annualized)
+9.07%
5 Years (annualized)
+4.44%
10 Years (annualized)
+6.79%

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)
+7.12%
Peer Avg (YTD)
+6.28%
vs Peers
+0.84%

MTRRX Mutual Fund Performance

MTRRX performance across multiple time periods: 1-month 1.81%, YTD 7.12%, 1-year 10.51%, 3-year 9.07%, 5-year 4.44%, 10-year 6.79%.

MTRRX returns outperform the peer average of 6.28% 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.