MLMSX Mutual Fund

NAV$26.48

Returns Overview

1 Month
-0.04%
3 Months
+12.46%
6 Months
+4.83%
YTD
+3.93%
1 Year
+15.19%
3 Years (annualized)
+16.99%
5 Years (annualized)
+9.08%
10 Years (annualized)
+11.27%

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
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)
+3.93%
Peer Avg (YTD)
+8.97%
vs Peers
-5.04%

MLMSX Mutual Fund Performance

MLMSX performance across multiple time periods: 1-month -0.04%, YTD 3.93%, 1-year 15.19%, 3-year 16.99%, 5-year 9.08%, 10-year 11.27%.

MLMSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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