MLRRX Mutual Fund

NAV$10.99

Returns Overview

1 Month
+0.09%
3 Months
+20.33%
6 Months
+5.63%
YTD
+6.03%
1 Year
+9.15%
3 Years (annualized)
+31.06%
5 Years (annualized)
+20.77%
10 Years (annualized)
+27.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+8.97%
vs Peers
-2.94%

MLRRX Mutual Fund Performance

MLRRX performance across multiple time periods: 1-month 0.09%, YTD 6.03%, 1-year 9.15%, 3-year 31.06%, 5-year 20.77%, 10-year 27.64%.

MLRRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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