MLTAX Mutual Fund

MLTAX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
-2.22%
3 Months
-1.57%
6 Months
+3.56%
YTD
+3.03%
1 Year
-4.00%
3 Years (annualized)
+2.76%
5 Years (annualized)
-2.66%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTAX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+7.09%
vs Peers
-4.05%

MLTAX Mutual Fund Performance

MLTAX performance across multiple time periods: 1-month -2.22%, YTD 3.03%, 1-year -4.00%, 3-year 2.76%, 5-year -2.66%, 10-year 1.35%.

MLTAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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