MTLCX Mutual Fund

MTLCX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
+2.66%
3 Months
-0.04%
6 Months
-0.35%
YTD
-0.11%
1 Year
+0.26%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.64%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
-0.30%
vs Peers
+0.19%

MTLCX Mutual Fund Performance

MTLCX performance across multiple time periods: 1-month 2.66%, YTD -0.11%, 1-year 0.26%, 3-year 3.36%, 5-year 0.64%, 10-year 0.97%.

MTLCX returns outperform the peer average of -0.30% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

MTLCX vs another fund shows side-by-side returns. MTLCX alternatives are available in the Mutual Fund Screener.