MLRTX Mutual Fund

MLRTX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+2.09%
3 Months
-2.22%
6 Months
+10.01%
YTD
+3.41%
1 Year
+6.09%
3 Years (annualized)
+19.13%
5 Years (annualized)
+8.62%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLRTX 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)
+3.41%
Peer Avg (YTD)
+8.51%
vs Peers
-5.10%

MLRTX Mutual Fund Performance

MLRTX performance across multiple time periods: 1-month 2.09%, YTD 3.41%, 1-year 6.09%, 3-year 19.13%, 5-year 8.62%, 10-year 15.75%.

MLRTX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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