MLRSX Mutual Fund

MLRSX Mutual Fund

NAV$12.14
See how much of MLRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.48%
3 Months
+0.08%
6 Months
+20.58%
YTD
+6.24%
1 Year
+6.09%
3 Years (annualized)
+25.22%
5 Years (annualized)
+12.10%
10 Years (annualized)
+17.91%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.24%
Peer Avg (YTD)
+8.68%
vs Peers
-2.44%

MLRSX Mutual Fund Performance

MLRSX performance across multiple time periods: 1-month 2.48%, YTD 6.24%, 1-year 6.09%, 3-year 25.22%, 5-year 12.10%, 10-year 17.91%.

MLRSX returns trail the peer average of 8.68% 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.