MLORX Mutual Fund

MLORX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
-0.77%
3 Months
+11.96%
6 Months
+29.70%
YTD
+29.47%
1 Year
+58.03%
3 Years (annualized)
+25.38%
5 Years (annualized)
+19.24%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLORX 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
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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 Index (Net)
This Mutual Fund (YTD)
+29.47%
Peer Avg (YTD)
+18.58%
vs Peers
+10.90%

MLORX Mutual Fund Performance

MLORX performance across multiple time periods: 1-month -0.77%, YTD 29.47%, 1-year 58.03%, 3-year 25.38%, 5-year 19.24%, 10-year 9.84%.

MLORX returns outperform the peer average of 18.58% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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