MLTJX Mutual Fund

MLTJX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
-2.25%
3 Months
-1.61%
6 Months
+3.64%
YTD
+3.12%
1 Year
-3.90%
3 Years (annualized)
+2.88%
5 Years (annualized)
-2.56%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTJX 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
FTSE EPRA Nareit Developed Real Estate Index (net div)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+7.09%
vs Peers
-3.97%

MLTJX Mutual Fund Performance

MLTJX performance across multiple time periods: 1-month -2.25%, YTD 3.12%, 1-year -3.90%, 3-year 2.88%, 5-year -2.56%, 10-year 1.44%.

MLTJX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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