MLRTX Mutual Fund

NAV$8.93

Returns Overview

1 Month
+0.11%
3 Months
+20.16%
6 Months
+5.51%
YTD
+5.88%
1 Year
+8.94%
3 Years (annualized)
+27.91%
5 Years (annualized)
+14.68%
10 Years (annualized)
+18.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+8.97%
vs Peers
-3.09%

MLRTX Mutual Fund Performance

MLRTX performance across multiple time periods: 1-month 0.11%, YTD 5.88%, 1-year 8.94%, 3-year 27.91%, 5-year 14.68%, 10-year 18.94%.

MLRTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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