MLOCX Mutual Fund

NAV$12.32

Returns Overview

1 Month
+6.12%
3 Months
+15.69%
6 Months
+27.42%
YTD
+15.54%
1 Year
+38.78%
3 Years
+18.35%
5 Years
+20.18%
10 Years
+10.25%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MLOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.54%
Peer Avg (YTD)
+16.58%
vs Peers
-1.04%

MLOCX Mutual Fund Performance

MLOCX performance across multiple time periods: 1-month 6.12%, YTD 15.54%, 1-year 38.78%, 3-year 18.35%, 5-year 20.18%, 10-year 10.25%.

MLOCX returns trail the peer average of 16.58% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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