MLTJX Mutual Fund

MLTJX Mutual Fund

NAV$16.70
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Returns Overview

1 Month
+1.21%
3 Months
-0.06%
6 Months
+1.39%
YTD
+4.37%
1 Year
-3.13%
3 Years (annualized)
+4.34%
5 Years (annualized)
-2.79%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTJX 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)
+4.37%
Peer Avg (YTD)
+6.70%
vs Peers
-2.33%

MLTJX Mutual Fund Performance

MLTJX performance across multiple time periods: 1-month 1.21%, YTD 4.37%, 1-year -3.13%, 3-year 4.34%, 5-year -2.79%, 10-year 1.45%.

MLTJX 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.

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