MELMX Mutual Fund

MELMX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-2.26%
3 Months
-2.71%
6 Months
-1.35%
YTD
-1.47%
1 Year
-0.66%
3 Years (annualized)
+3.64%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELMX 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
Bloomberg Municipal 1-5 Year Index
This Mutual Fund (YTD)
-1.47%
Peer Avg (YTD)
-3.84%
vs Peers
+2.37%

MELMX Mutual Fund Performance

MELMX performance across multiple time periods: 1-month -2.26%, YTD -1.47%, 1-year -0.66%, 3-year 3.64%, 5-year 1.85%, 10-year 1.36%.

MELMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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