MLTIX Mutual Fund

MLTIX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
+1.16%
3 Months
-0.12%
6 Months
+1.40%
YTD
+4.39%
1 Year
+5.52%
3 Years (annualized)
+11.61%
5 Years (annualized)
+4.23%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTIX 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)
+4.39%
Peer Avg (YTD)
+6.70%
vs Peers
-2.31%

MLTIX Mutual Fund Performance

MLTIX performance across multiple time periods: 1-month 1.16%, YTD 4.39%, 1-year 5.52%, 3-year 11.61%, 5-year 4.23%, 10-year 7.73%.

MLTIX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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