MLABX Mutual Fund

NAV$4.31

Returns Overview

3 Months
+1.65%
6 Months
-3.36%
YTD
-0.23%
1 Year
+44.46%
3 Years (annualized)
+29.25%
5 Years (annualized)
+18.03%
10 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLABX 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)
-0.23%
Peer Avg (YTD)
+9.70%
vs Peers
-9.94%

MLABX Mutual Fund Performance

MLABX performance across multiple time periods: YTD -0.23%, 1-year 44.46%, 3-year 29.25%, 5-year 18.03%, 10-year 14.65%.

MLABX returns trail the peer average of 9.70% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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