MLTKX Mutual Fund

MLTKX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-0.30%
3 Months
+1.52%
6 Months
+3.15%
YTD
+4.51%
1 Year
+9.45%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.73%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTKX 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)
+4.51%
Peer Avg (YTD)
+6.99%
vs Peers
-2.49%

MLTKX Mutual Fund Performance

MLTKX performance across multiple time periods: 1-month -0.30%, YTD 4.51%, 1-year 9.45%, 3-year 9.32%, 5-year 4.73%, 10-year 7.80%.

MLTKX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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