MLAAX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.11%
3 Months
+20.36%
6 Months
+5.57%
YTD
+5.94%
1 Year
+9.03%
3 Years (annualized)
+27.90%
5 Years (annualized)
+14.73%
10 Years (annualized)
+19.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+8.97%
vs Peers
-3.04%

MLAAX Mutual Fund Performance

MLAAX performance across multiple time periods: 1-month 0.11%, YTD 5.94%, 1-year 9.03%, 3-year 27.90%, 5-year 14.73%, 10-year 19.03%.

MLAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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