MLTBX Mutual Fund

MLTBX Mutual Fund

NAV$16.34
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Returns Overview

1 Month
+1.11%
3 Months
-0.36%
6 Months
+0.86%
YTD
+3.53%
1 Year
-2.96%
3 Years (annualized)
+4.55%
5 Years (annualized)
-2.67%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTBX 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)
+3.53%
Peer Avg (YTD)
+6.70%
vs Peers
-3.17%

MLTBX Mutual Fund Performance

MLTBX performance across multiple time periods: 1-month 1.11%, YTD 3.53%, 1-year -2.96%, 3-year 4.55%, 5-year -2.67%, 10-year 1.49%.

MLTBX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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