MLFIX Mutual Fund

NAV$22.47

Returns Overview

1 Month
-0.58%
3 Months
+3.31%
6 Months
+4.37%
YTD
+7.77%
1 Year
+16.35%
3 Years (annualized)
+14.04%
5 Years (annualized)
+7.75%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLFIX 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)
+7.77%
Peer Avg (YTD)
+7.64%
vs Peers
+0.13%

MLFIX Mutual Fund Performance

MLFIX performance across multiple time periods: 1-month -0.58%, YTD 7.77%, 1-year 16.35%, 3-year 14.04%, 5-year 7.75%, 10-year 10.50%.

MLFIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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