MTLIX Mutual Fund

MTLIX Mutual Fund

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Returns Overview

1 Month
-0.84%
3 Months
-0.06%
6 Months
-0.27%
YTD
+0.50%
1 Year
+3.15%
3 Years (annualized)
+3.78%
5 Years (annualized)
+1.43%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLIX 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)
+0.50%
Peer Avg (YTD)
+0.23%
vs Peers
+0.27%

MTLIX Mutual Fund Performance

MTLIX performance across multiple time periods: 1-month -0.84%, YTD 0.50%, 1-year 3.15%, 3-year 3.78%, 5-year 1.43%, 10-year 2.03%.

MTLIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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