MLTBX Mutual Fund

MLTBX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
+0.85%
3 Months
+0.97%
6 Months
+2.03%
YTD
+4.79%
1 Year
+7.31%
3 Years (annualized)
+3.07%
5 Years (annualized)
-2.44%
10 Years (annualized)
+1.47%

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)
+4.79%
Peer Avg (YTD)
+8.76%
vs Peers
-3.96%

MLTBX Mutual Fund Performance

MLTBX performance across multiple time periods: 1-month 0.85%, YTD 4.79%, 1-year 7.31%, 3-year 3.07%, 5-year -2.44%, 10-year 1.47%.

MLTBX returns trail the peer average of 8.76% 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.