MLMSX Mutual Fund

MLMSX Mutual Fund

NAV$26.30
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Returns Overview

1 Month
+1.01%
3 Months
+2.84%
6 Months
+7.72%
YTD
+6.92%
1 Year
+12.23%
3 Years (annualized)
+18.73%
5 Years (annualized)
+9.26%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLMSX 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)
+6.92%
Peer Avg (YTD)
+8.51%
vs Peers
-1.59%

MLMSX Mutual Fund Performance

MLMSX performance across multiple time periods: 1-month 1.01%, YTD 6.92%, 1-year 12.23%, 3-year 18.73%, 5-year 9.26%, 10-year 11.13%.

MLMSX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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