MTLCX Mutual Fund

NAV$8.01

Returns Overview

1 Month
+0.31%
3 Months
+1.06%
6 Months
+0.86%
YTD
+0.86%
1 Year
+3.42%
3 Years (annualized)
+3.12%
5 Years (annualized)
+0.69%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+1.79%
vs Peers
-0.93%

MTLCX Mutual Fund Performance

MTLCX performance across multiple time periods: 1-month 0.31%, YTD 0.86%, 1-year 3.42%, 3-year 3.12%, 5-year 0.69%, 10-year 1.10%.

MTLCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

MTLCX performance comparison shows side-by-side returns with another fund. MTLCX alternatives are available in the Mutual Fund Screener.