MLTAX Mutual Fund

MLTAX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
+1.16%
3 Months
-0.12%
6 Months
+1.29%
YTD
+4.23%
1 Year
-3.28%
3 Years (annualized)
+4.21%
5 Years (annualized)
-2.90%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTAX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+6.70%
vs Peers
-2.47%

MLTAX Mutual Fund Performance

MLTAX performance across multiple time periods: 1-month 1.16%, YTD 4.23%, 1-year -3.28%, 3-year 4.21%, 5-year -2.90%, 10-year 1.37%.

MLTAX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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