MLTKX Mutual Fund

MLTKX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
+1.02%
3 Months
+1.32%
6 Months
+2.68%
YTD
+5.57%
1 Year
+8.55%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.64%
10 Years (annualized)
+7.88%

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)
+5.57%
Peer Avg (YTD)
+8.76%
vs Peers
-3.19%

MLTKX Mutual Fund Performance

MLTKX performance across multiple time periods: 1-month 1.02%, YTD 5.57%, 1-year 8.55%, 3-year 10.19%, 5-year 4.64%, 10-year 7.88%.

MLTKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.32%, 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.