MELIX Mutual Fund

MELIX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-2.29%
3 Months
-6.26%
6 Months
+12.11%
YTD
+6.27%
1 Year
+8.72%
3 Years (annualized)
+10.32%
5 Years (annualized)
-3.18%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELIX 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
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📉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
MSCI Emerging Markets Net Index
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+20.48%
vs Peers
-14.21%

MELIX Mutual Fund Performance

MELIX performance across multiple time periods: 1-month -2.29%, YTD 6.27%, 1-year 8.72%, 3-year 10.32%, 5-year -3.18%, 10-year 6.74%.

MELIX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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