MLRMX Mutual Fund

MLRMX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
-4.36%
3 Months
+1.76%
6 Months
+3.58%
YTD
+1.25%
1 Year
+2.85%
3 Years (annualized)
+17.73%
5 Years (annualized)
+8.70%
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)
+1.25%
Peer Avg (YTD)
+6.23%
vs Peers
-4.99%

MLRMX Mutual Fund Performance

MLRMX performance across multiple time periods: 1-month -4.36%, YTD 1.25%, 1-year 2.85%, 3-year 17.73%, 5-year 8.70%, 10-year 15.68%.

MLRMX returns trail the peer average of 6.23% 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.