MALRX Mutual Fund

NAV$27.25

Returns Overview

1 Month
+0.44%
3 Months
+17.14%
6 Months
+13.17%
YTD
+12.84%
1 Year
+28.90%
3 Years (annualized)
+22.91%
5 Years (annualized)
+13.71%
10 Years (annualized)
+18.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MALRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+9.51%
vs Peers
+3.34%

MALRX Mutual Fund Performance

MALRX performance across multiple time periods: 1-month 0.44%, YTD 12.84%, 1-year 28.90%, 3-year 22.91%, 5-year 13.71%, 10-year 18.86%.

MALRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

MALRX performance comparison shows side-by-side returns with another fund. MALRX alternatives are available in the Mutual Fund Screener.