MLFCX Mutual Fund

NAV$21.91

Returns Overview

1 Month
+0.09%
3 Months
+3.20%
6 Months
+6.00%
YTD
+8.41%
1 Year
+15.13%
3 Years (annualized)
+12.89%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLFCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+7.64%
vs Peers
+0.77%

MLFCX Mutual Fund Performance

MLFCX performance across multiple time periods: 1-month 0.09%, YTD 8.41%, 1-year 15.13%, 3-year 12.89%, 5-year 6.65%, 10-year 9.42%.

MLFCX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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