MELSX Mutual Fund

MELSX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
-2.28%
3 Months
-6.29%
6 Months
+12.19%
YTD
+6.31%
1 Year
+8.74%
3 Years (annualized)
+10.34%
5 Years (annualized)
-3.12%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MELSX 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)
+6.31%
Peer Avg (YTD)
+20.48%
vs Peers
-14.18%

MELSX Mutual Fund Performance

MELSX performance across multiple time periods: 1-month -2.28%, YTD 6.31%, 1-year 8.74%, 3-year 10.34%, 5-year -3.12%, 10-year 6.80%.

MELSX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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