MLTIX Mutual Fund

MLTIX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
+0.96%
3 Months
+1.26%
6 Months
+2.62%
YTD
+5.52%
1 Year
+8.42%
3 Years (annualized)
+10.05%
5 Years (annualized)
+4.50%
10 Years (annualized)
+7.71%

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
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📉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)
+5.52%
Peer Avg (YTD)
+8.76%
vs Peers
-3.24%

MLTIX Mutual Fund Performance

MLTIX performance across multiple time periods: 1-month 0.96%, YTD 5.52%, 1-year 8.42%, 3-year 10.05%, 5-year 4.50%, 10-year 7.71%.

MLTIX returns trail the peer average of 8.76% 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.