MLOIX Mutual Fund

NAV$12.69

Returns Overview

1 Month
-0.70%
3 Months
+12.09%
6 Months
+30.05%
YTD
+29.80%
1 Year
+58.90%
3 Years (annualized)
+26.01%
5 Years (annualized)
+19.86%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLOIX 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 Index (Net)
This Mutual Fund (YTD)
+29.80%
Peer Avg (YTD)
+18.58%
vs Peers
+11.22%

MLOIX Mutual Fund Performance

MLOIX performance across multiple time periods: 1-month -0.70%, YTD 29.80%, 1-year 58.90%, 3-year 26.01%, 5-year 19.86%, 10-year 10.43%.

MLOIX returns outperform the peer average of 18.58% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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