MLMAX Mutual Fund

MLMAX Mutual Fund

NAV$26.16
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Returns Overview

1 Month
+1.80%
3 Months
+4.14%
6 Months
+5.48%
YTD
+5.62%
1 Year
+15.14%
3 Years (annualized)
+16.46%
5 Years (annualized)
+9.82%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLMAX 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
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📉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
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+6.23%
vs Peers
-0.62%

MLMAX Mutual Fund Performance

MLMAX performance across multiple time periods: 1-month 1.80%, YTD 5.62%, 1-year 15.14%, 3-year 16.46%, 5-year 9.82%, 10-year 11.00%.

MLMAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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