MLMSX Mutual Fund

MLMSX Mutual Fund

NAV$26.22
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Returns Overview

1 Month
+1.85%
3 Months
+4.24%
6 Months
+5.69%
YTD
+5.86%
1 Year
+15.58%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.98%

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)
+5.86%
Peer Avg (YTD)
+6.23%
vs Peers
-0.38%

MLMSX Mutual Fund Performance

MLMSX performance across multiple time periods: 1-month 1.85%, YTD 5.86%, 1-year 15.58%, 3-year 16.90%, 5-year 9.33%, 10-year 10.98%.

MLMSX returns trail the peer average of 6.23% 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.