MLACX Mutual Fund

NAV$2.86

Returns Overview

1 Month
+0.35%
3 Months
+20.42%
6 Months
+5.09%
YTD
+5.86%
1 Year
+8.18%
3 Years (annualized)
+31.84%
5 Years (annualized)
+16.41%
10 Years (annualized)
+19.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLACX 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)
+5.86%
Peer Avg (YTD)
+8.97%
vs Peers
-3.11%

MLACX Mutual Fund Performance

MLACX performance across multiple time periods: 1-month 0.35%, YTD 5.86%, 1-year 8.18%, 3-year 31.84%, 5-year 16.41%, 10-year 19.40%.

MLACX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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