MTLFX Mutual Fund

MTLFX Mutual Fund

NAV$7.78
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Returns Overview

1 Month
+0.39%
3 Months
+0.04%
6 Months
-0.79%
YTD
+0.81%
1 Year
+2.75%
3 Years (annualized)
+3.87%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+0.15%
vs Peers
+0.66%

MTLFX Mutual Fund Performance

MTLFX performance across multiple time periods: 1-month 0.39%, YTD 0.81%, 1-year 2.75%, 3-year 3.87%, 5-year 1.39%, 10-year 1.91%.

MTLFX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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