MLTGX Mutual Fund

NAV$16.37

Returns Overview

1 Month
-0.24%
3 Months
+1.49%
6 Months
+2.96%
YTD
+4.27%
1 Year
+9.31%
3 Years (annualized)
+9.38%
5 Years (annualized)
+4.44%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTGX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+7.64%
vs Peers
-3.37%

MLTGX Mutual Fund Performance

MLTGX performance across multiple time periods: 1-month -0.24%, YTD 4.27%, 1-year 9.31%, 3-year 9.38%, 5-year 4.44%, 10-year 7.48%.

MLTGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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