MLAIX Mutual Fund

MLAIX Mutual Fund

NAV$11.88
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Returns Overview

1 Month
-4.38%
3 Months
+1.85%
6 Months
+3.77%
YTD
+1.49%
1 Year
+3.32%
3 Years (annualized)
+18.30%
5 Years (annualized)
+9.29%
10 Years (annualized)
+16.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLAIX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+6.23%
vs Peers
-4.74%

MLAIX Mutual Fund Performance

MLAIX performance across multiple time periods: 1-month -4.38%, YTD 1.49%, 1-year 3.32%, 3-year 18.30%, 5-year 9.29%, 10-year 16.29%.

MLAIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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