MELIX Mutual Fund

MELIX Mutual Fund

NAV$18.51
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Returns Overview

1 Month
-6.94%
3 Months
+0.17%
6 Months
+3.36%
YTD
+6.89%
1 Year
+14.96%
3 Years (annualized)
+7.77%
5 Years (annualized)
-2.13%
10 Years (annualized)
+7.27%

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)
+6.89%
Peer Avg (YTD)
+17.66%
vs Peers
-10.77%

MELIX Mutual Fund Performance

MELIX performance across multiple time periods: 1-month -6.94%, YTD 6.89%, 1-year 14.96%, 3-year 7.77%, 5-year -2.13%, 10-year 7.27%.

MELIX returns trail the peer average of 17.66% 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.