MELIX Mutual Fund

MELIX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
-8.69%
3 Months
-8.02%
6 Months
-7.87%
YTD
-2.96%
1 Year
-1.56%
3 Years (annualized)
+8.61%
5 Years (annualized)
-4.79%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELIX 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
MSCI Emerging Markets Net Index
This Mutual Fund (YTD)
-2.96%
Peer Avg (YTD)
+9.82%
vs Peers
-12.78%

MELIX Mutual Fund Performance

MELIX performance across multiple time periods: 1-month -8.69%, YTD -2.96%, 1-year -1.56%, 3-year 8.61%, 5-year -4.79%, 10-year 5.57%.

MELIX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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