MLTHX Mutual Fund

MLTHX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
-2.23%
3 Months
-1.63%
6 Months
+3.50%
YTD
+2.98%
1 Year
-4.02%
3 Years (annualized)
+2.75%
5 Years (annualized)
-2.67%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTHX 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)
+2.98%
Peer Avg (YTD)
+7.09%
vs Peers
-4.11%

MLTHX Mutual Fund Performance

MLTHX performance across multiple time periods: 1-month -2.23%, YTD 2.98%, 1-year -4.02%, 3-year 2.75%, 5-year -2.67%, 10-year 1.33%.

MLTHX 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.

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