MLNAX Mutual Fund

NAV$29.41
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Returns Overview

1 Month
+0.25%
3 Months
+15.71%
6 Months
+4.73%
YTD
+3.45%
1 Year
+10.20%
3 Years (annualized)
+19.27%
5 Years (annualized)
+10.36%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLNAX 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

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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)
+3.45%
Peer Avg (YTD)
+8.97%
vs Peers
-5.52%

MLNAX Mutual Fund Performance

MLNAX performance across multiple time periods: 1-month 0.25%, YTD 3.45%, 1-year 10.20%, 3-year 19.27%, 5-year 10.36%, 10-year 12.41%.

MLNAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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