MLOZX Mutual Fund

MLOZX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
-0.70%
3 Months
+12.08%
6 Months
+30.02%
YTD
+29.77%
1 Year
+58.83%
3 Years (annualized)
+25.98%
5 Years (annualized)
+19.87%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLOZX 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)
+29.77%
Peer Avg (YTD)
+18.58%
vs Peers
+11.19%

MLOZX Mutual Fund Performance

MLOZX performance across multiple time periods: 1-month -0.70%, YTD 29.77%, 1-year 58.83%, 3-year 25.98%, 5-year 19.87%, 10-year 10.14%.

MLOZX 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.

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