MLFBX Mutual Fund

MLFBX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
+1.55%
3 Months
+2.64%
6 Months
+5.76%
YTD
+10.12%
1 Year
+13.93%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.29%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLFBX 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
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+8.76%
vs Peers
+1.36%

MLFBX Mutual Fund Performance

MLFBX performance across multiple time periods: 1-month 1.55%, YTD 10.12%, 1-year 13.93%, 3-year 13.32%, 5-year 6.29%, 10-year 9.25%.

MLFBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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