MLTGX Mutual Fund

MLTGX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
-0.37%
3 Months
+1.36%
6 Months
+2.83%
YTD
+4.14%
1 Year
+8.78%
3 Years (annualized)
+8.63%
5 Years (annualized)
+4.07%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTGX 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)
+4.14%
Peer Avg (YTD)
+6.99%
vs Peers
-2.85%

MLTGX Mutual Fund Performance

MLTGX performance across multiple time periods: 1-month -0.37%, YTD 4.14%, 1-year 8.78%, 3-year 8.63%, 5-year 4.07%, 10-year 7.11%.

MLTGX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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