MLMAX Mutual Fund

NAV$24.94

Returns Overview

1 Month
+1.14%
3 Months
+3.10%
6 Months
+2.38%
YTD
+3.74%
1 Year
+14.73%
3 Years (annualized)
+16.58%
5 Years (annualized)
+9.59%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLMAX 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 World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+8.97%
vs Peers
-5.23%

MLMAX Mutual Fund Performance

MLMAX performance across multiple time periods: 1-month 1.14%, YTD 3.74%, 1-year 14.73%, 3-year 16.58%, 5-year 9.59%, 10-year 11.31%.

MLMAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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