MTLIX Mutual Fund

MTLIX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
-2.86%
3 Months
-3.29%
6 Months
-1.91%
YTD
-1.98%
1 Year
-1.06%
3 Years (annualized)
+4.03%
5 Years (annualized)
+1.54%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
-1.98%
Peer Avg (YTD)
-3.84%
vs Peers
+1.86%

MTLIX Mutual Fund Performance

MTLIX performance across multiple time periods: 1-month -2.86%, YTD -1.98%, 1-year -1.06%, 3-year 4.03%, 5-year 1.54%, 10-year 2.07%.

MTLIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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