MLRRX Mutual Fund

MLRRX Mutual Fund

NAV$11.40
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Returns Overview

1 Month
+2.17%
3 Months
-2.17%
6 Months
+10.18%
YTD
+3.64%
1 Year
+6.33%
3 Years (annualized)
+19.44%
5 Years (annualized)
+8.89%
10 Years (annualized)
+16.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLRRX 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)
+3.64%
Peer Avg (YTD)
+8.51%
vs Peers
-4.87%

MLRRX Mutual Fund Performance

MLRRX performance across multiple time periods: 1-month 2.17%, YTD 3.64%, 1-year 6.33%, 3-year 19.44%, 5-year 8.89%, 10-year 16.09%.

MLRRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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