MTLCX Mutual Fund

MTLCX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-0.93%
3 Months
-0.31%
6 Months
-0.76%
YTD
-0.07%
1 Year
+2.13%
3 Years (annualized)
+2.76%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.00%

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
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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
Bloomberg Barclays Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+0.23%
vs Peers
-0.31%

MTLCX Mutual Fund Performance

MTLCX performance across multiple time periods: 1-month -0.93%, YTD -0.07%, 1-year 2.13%, 3-year 2.76%, 5-year 0.43%, 10-year 1.00%.

MTLCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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