MLRSX Mutual Fund

MLRSX Mutual Fund

NAV$12.80
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Returns Overview

1 Month
+2.11%
3 Months
-2.18%
6 Months
+10.18%
YTD
+3.68%
1 Year
+6.45%
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
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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)
+3.68%
Peer Avg (YTD)
+8.51%
vs Peers
-4.83%

MLRSX Mutual Fund Performance

MLRSX performance across multiple time periods: 1-month 2.11%, YTD 3.68%, 1-year 6.45%, 3-year 25.22%, 5-year 12.10%, 10-year 17.91%.

MLRSX returns trail the peer average of 8.51% 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.