MLTHX Mutual Fund

NAV$16.39

Returns Overview

1 Month
-0.67%
3 Months
+1.55%
6 Months
+2.05%
YTD
+3.87%
1 Year
+9.59%
3 Years (annualized)
+9.67%
5 Years (annualized)
+4.71%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTHX 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)
+3.87%
Peer Avg (YTD)
+7.64%
vs Peers
-3.77%

MLTHX Mutual Fund Performance

MLTHX performance across multiple time periods: 1-month -0.67%, YTD 3.87%, 1-year 9.59%, 3-year 9.67%, 5-year 4.71%, 10-year 7.74%.

MLTHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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