MLTIX Mutual Fund

NAV$16.67

Returns Overview

1 Month
-0.24%
3 Months
+1.58%
6 Months
+3.16%
YTD
+4.58%
1 Year
+9.86%
3 Years (annualized)
+9.94%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTIX 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)
+4.58%
Peer Avg (YTD)
+7.64%
vs Peers
-3.06%

MLTIX Mutual Fund Performance

MLTIX performance across multiple time periods: 1-month -0.24%, YTD 4.58%, 1-year 9.86%, 3-year 9.94%, 5-year 4.96%, 10-year 7.99%.

MLTIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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