MLMIX Mutual Fund

NAV$26.46

Returns Overview

3 Months
+12.47%
6 Months
+4.84%
YTD
+3.89%
1 Year
+15.15%
3 Years (annualized)
+16.94%
5 Years (annualized)
+9.03%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLMIX 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)
+3.89%
Peer Avg (YTD)
+8.97%
vs Peers
-5.08%

MLMIX Mutual Fund Performance

MLMIX performance across multiple time periods: YTD 3.89%, 1-year 15.15%, 3-year 16.94%, 5-year 9.03%, 10-year 11.23%.

MLMIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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