MLTIX Mutual Fund

MLTIX Mutual Fund

NAV$16.89
See how much of MLTIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+1.52%
6 Months
+3.09%
YTD
+4.52%
1 Year
+9.33%
3 Years (annualized)
+9.18%
5 Years (annualized)
+4.61%
10 Years (annualized)
+7.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.52%
Peer Avg (YTD)
+6.99%
vs Peers
-2.48%

MLTIX Mutual Fund Performance

MLTIX performance across multiple time periods: 1-month -0.30%, YTD 4.52%, 1-year 9.33%, 3-year 9.18%, 5-year 4.61%, 10-year 7.63%.

MLTIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.48%, 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.