MALOX Mutual Fund

MALOX Mutual Fund

NAV$20.08
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Returns Overview

1 Month
-1.56%
3 Months
-1.08%
6 Months
+1.19%
YTD
+4.80%
1 Year
+7.38%
3 Years (annualized)
+15.33%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MALOX 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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+5.30%
vs Peers
-0.51%

MALOX Mutual Fund Performance

MALOX performance across multiple time periods: 1-month -1.56%, YTD 4.80%, 1-year 7.38%, 3-year 15.33%, 5-year 5.34%, 10-year 7.72%.

MALOX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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