MLRSX Mutual Fund

MLRSX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-4.35%
3 Months
+1.89%
6 Months
+3.85%
YTD
+1.54%
1 Year
+3.41%
3 Years (annualized)
+18.40%
5 Years (annualized)
+9.37%
10 Years (annualized)
+16.40%

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
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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)
+1.54%
Peer Avg (YTD)
+6.23%
vs Peers
-4.69%

MLRSX Mutual Fund Performance

MLRSX performance across multiple time periods: 1-month -4.35%, YTD 1.54%, 1-year 3.41%, 3-year 18.40%, 5-year 9.37%, 10-year 16.40%.

MLRSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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