MLTEX Mutual Fund

MLTEX Mutual Fund

NAV$16.54
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Returns Overview

1 Month
-0.37%
3 Months
+1.24%
6 Months
+2.57%
YTD
+3.88%
1 Year
+8.25%
3 Years (annualized)
+8.08%
5 Years (annualized)
+3.55%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTEX 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)
+3.88%
Peer Avg (YTD)
+6.99%
vs Peers
-3.11%

MLTEX Mutual Fund Performance

MLTEX performance across multiple time periods: 1-month -0.37%, YTD 3.88%, 1-year 8.25%, 3-year 8.08%, 5-year 3.55%, 10-year 6.58%.

MLTEX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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