MLRKX Mutual Fund

MLRKX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
-0.55%
3 Months
+3.86%
6 Months
+26.79%
YTD
+22.14%
1 Year
+22.40%
3 Years (annualized)
+25.89%
5 Years (annualized)
+14.57%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLRKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+22.14%
Peer Avg (YTD)
+9.91%
vs Peers
+12.24%

MLRKX Mutual Fund Performance

MLRKX performance across multiple time periods: 1-month -0.55%, YTD 22.14%, 1-year 22.40%, 3-year 25.89%, 5-year 14.57%, 10-year 15.83%.

MLRKX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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