MLMAX Mutual Fund

MLMAX Mutual Fund

NAV$25.71
See how much of MLMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
+2.33%
6 Months
+15.01%
YTD
+6.16%
1 Year
+6.91%
3 Years (annualized)
+18.29%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+8.68%
vs Peers
-2.52%

MLMAX Mutual Fund Performance

MLMAX performance across multiple time periods: 1-month -0.47%, YTD 6.16%, 1-year 6.91%, 3-year 18.29%, 5-year 9.76%, 10-year 11.17%.

MLMAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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