MELSX Mutual Fund

MELSX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
-6.96%
3 Months
+0.17%
6 Months
+3.41%
YTD
+6.93%
1 Year
+14.96%
3 Years (annualized)
+7.81%
5 Years (annualized)
-2.06%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELSX 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
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📉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)
+6.93%
Peer Avg (YTD)
+17.66%
vs Peers
-10.73%

MELSX Mutual Fund Performance

MELSX performance across multiple time periods: 1-month -6.96%, YTD 6.93%, 1-year 14.96%, 3-year 7.81%, 5-year -2.06%, 10-year 6.94%.

MELSX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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