MALRX Mutual Fund

MALRX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
-0.55%
3 Months
+3.84%
6 Months
+21.63%
YTD
+17.18%
1 Year
+22.35%
3 Years (annualized)
+24.09%
5 Years (annualized)
+13.57%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MALRX 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
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🏦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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.18%
Peer Avg (YTD)
+9.98%
vs Peers
+7.19%

MALRX Mutual Fund Performance

MALRX performance across multiple time periods: 1-month -0.55%, YTD 17.18%, 1-year 22.35%, 3-year 24.09%, 5-year 13.57%, 10-year 16.03%.

MALRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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