MLFEX Mutual Fund

MLFEX Mutual Fund

NAV$22.23
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Returns Overview

1 Month
-2.44%
3 Months
-0.86%
6 Months
+8.75%
YTD
+7.42%
1 Year
+9.41%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.28%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLFEX 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 Commodity Index(BCOM)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+7.09%
vs Peers
+0.34%

MLFEX Mutual Fund Performance

MLFEX performance across multiple time periods: 1-month -2.44%, YTD 7.42%, 1-year 9.41%, 3-year 13.31%, 5-year 6.28%, 10-year 9.24%.

MLFEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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