MLTAX Mutual Fund

MLTAX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
-0.30%
3 Months
+1.41%
6 Months
+2.99%
YTD
+4.36%
1 Year
+9.06%
3 Years (annualized)
+8.91%
5 Years (annualized)
+4.34%
10 Years (annualized)
+7.38%

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)
+4.36%
Peer Avg (YTD)
+6.99%
vs Peers
-2.63%

MLTAX Mutual Fund Performance

MLTAX performance across multiple time periods: 1-month -0.30%, YTD 4.36%, 1-year 9.06%, 3-year 8.91%, 5-year 4.34%, 10-year 7.38%.

MLTAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.73%, 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.