MTLRX Mutual Fund

MTLRX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
+0.41%
3 Months
-0.04%
6 Months
-0.81%
YTD
+0.83%
1 Year
+2.84%
3 Years (annualized)
+4.06%
5 Years (annualized)
+1.61%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLRX 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
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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)
+0.83%
Peer Avg (YTD)
+0.15%
vs Peers
+0.68%

MTLRX Mutual Fund Performance

MTLRX performance across multiple time periods: 1-month 0.41%, YTD 0.83%, 1-year 2.84%, 3-year 4.06%, 5-year 1.61%, 10-year 2.01%.

MTLRX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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