MLRKX Mutual Fund

MLRKX Mutual Fund

NAV$26.38
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Returns Overview

1 Month
-2.10%
3 Months
+0.49%
6 Months
+12.28%
YTD
+19.58%
1 Year
+21.54%
3 Years (annualized)
+27.61%
5 Years (annualized)
+13.60%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLRKX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.58%
Peer Avg (YTD)
+9.28%
vs Peers
+10.31%

MLRKX Mutual Fund Performance

MLRKX performance across multiple time periods: 1-month -2.10%, YTD 19.58%, 1-year 21.54%, 3-year 27.61%, 5-year 13.60%, 10-year 15.83%.

MLRKX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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