MLTKX Mutual Fund

MLTKX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-2.19%
3 Months
-1.49%
6 Months
+3.71%
YTD
+3.25%
1 Year
+4.87%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.64%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLTKX 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)
+3.25%
Peer Avg (YTD)
+7.09%
vs Peers
-3.83%

MLTKX Mutual Fund Performance

MLTKX performance across multiple time periods: 1-month -2.19%, YTD 3.25%, 1-year 4.87%, 3-year 10.19%, 5-year 4.64%, 10-year 7.88%.

MLTKX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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