MLMAX Mutual Fund

MLMAX Mutual Fund

NAV$24.19
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Returns Overview

1 Month
-4.94%
3 Months
-4.45%
6 Months
-0.49%
YTD
+0.92%
1 Year
+2.18%
3 Years (annualized)
+19.20%
5 Years (annualized)
+7.85%
10 Years (annualized)
+10.80%

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)
+0.92%
Peer Avg (YTD)
+5.23%
vs Peers
-4.32%

MLMAX Mutual Fund Performance

MLMAX performance across multiple time periods: 1-month -4.94%, YTD 0.92%, 1-year 2.18%, 3-year 19.20%, 5-year 7.85%, 10-year 10.80%.

MLMAX returns trail the peer average of 5.23% 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.