MFLLX Mutual Fund

NAV$17.43

Returns Overview

1 Month
-3.02%
3 Months
+24.34%
6 Months
+6.85%
YTD
+5.29%
1 Year
+3.90%
3 Years (annualized)
+14.80%
5 Years (annualized)
-9.15%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFLLX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+18.52%
vs Peers
-13.24%

MFLLX Mutual Fund Performance

MFLLX performance across multiple time periods: 1-month -3.02%, YTD 5.29%, 1-year 3.90%, 3-year 14.80%, 5-year -9.15%, 10-year 13.73%.

MFLLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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