MELIX Mutual Fund

NAV$17.81

Returns Overview

1 Month
+2.62%
3 Months
+19.60%
6 Months
+14.87%
YTD
+13.37%
1 Year
+17.11%
3 Years (annualized)
+11.23%
5 Years (annualized)
-2.07%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Net Index
This Mutual Fund (YTD)
+13.37%
Peer Avg (YTD)
+23.08%
vs Peers
-9.70%

MELIX Mutual Fund Performance

MELIX performance across multiple time periods: 1-month 2.62%, YTD 13.37%, 1-year 17.11%, 3-year 11.23%, 5-year -2.07%, 10-year 8.39%.

MELIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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