MELSX Mutual Fund

NAV$17.71

Returns Overview

1 Month
-6.84%
3 Months
-1.77%
6 Months
+0.17%
YTD
+4.36%
1 Year
+17.16%
3 Years (annualized)
+11.27%
5 Years (annualized)
-2.01%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELSX 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)
+4.36%
Peer Avg (YTD)
+23.08%
vs Peers
-18.72%

MELSX Mutual Fund Performance

MELSX performance across multiple time periods: 1-month -6.84%, YTD 4.36%, 1-year 17.16%, 3-year 11.27%, 5-year -2.01%, 10-year 8.06%.

MELSX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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