MLRSX Mutual Fund

NAV$12.32

Returns Overview

1 Month
+0.16%
3 Months
+20.49%
6 Months
+5.71%
YTD
+6.16%
1 Year
+9.41%
3 Years (annualized)
+27.14%
5 Years (annualized)
+14.48%
10 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLRSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+8.97%
vs Peers
-2.81%

MLRSX Mutual Fund Performance

MLRSX performance across multiple time periods: 1-month 0.16%, YTD 6.16%, 1-year 9.41%, 3-year 27.14%, 5-year 14.48%, 10-year 19.10%.

MLRSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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