MLMCX Mutual Fund

NAV$24.42

Returns Overview

1 Month
-0.13%
3 Months
+12.16%
6 Months
+4.27%
YTD
+3.35%
1 Year
+13.87%
3 Years (annualized)
+15.66%
5 Years (annualized)
+7.84%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLMCX 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
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+8.97%
vs Peers
-5.62%

MLMCX Mutual Fund Performance

MLMCX performance across multiple time periods: 1-month -0.13%, YTD 3.35%, 1-year 13.87%, 3-year 15.66%, 5-year 7.84%, 10-year 10.00%.

MLMCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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