MLRMX Mutual Fund

MLRMX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
+2.10%
3 Months
-2.24%
6 Months
+9.96%
YTD
+3.37%
1 Year
+5.97%
3 Years (annualized)
+18.96%
5 Years (annualized)
+8.41%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLRMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+8.51%
vs Peers
-5.14%

MLRMX Mutual Fund Performance

MLRMX performance across multiple time periods: 1-month 2.10%, YTD 3.37%, 1-year 5.97%, 3-year 18.96%, 5-year 8.41%, 10-year 15.68%.

MLRMX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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