MELMX Mutual Fund

MELMX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-0.73%
3 Months
+0.09%
6 Months
-0.22%
YTD
+0.54%
1 Year
+2.95%
3 Years (annualized)
+3.55%
5 Years (annualized)
+1.78%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELMX 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 Municipal 1-5 Year Index
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+0.23%
vs Peers
+0.31%

MELMX Mutual Fund Performance

MELMX performance across multiple time periods: 1-month -0.73%, YTD 0.54%, 1-year 2.95%, 3-year 3.55%, 5-year 1.78%, 10-year 1.31%.

MELMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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