MLOAX Mutual Fund

NAV$12.69

Returns Overview

1 Month
-0.78%
3 Months
+11.95%
6 Months
+29.68%
YTD
+29.53%
1 Year
+58.20%
3 Years
+25.53%
5 Years
+19.43%
10 Years
+9.75%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MLOAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)(NA)
This Mutual Fund (YTD)
+29.53%
Peer Avg (YTD)
+18.58%
vs Peers
+10.96%

MLOAX Mutual Fund Performance

MLOAX performance across multiple time periods: 1-month -0.78%, YTD 29.53%, 1-year 58.20%, 3-year 25.53%, 5-year 19.43%, 10-year 9.75%.

MLOAX returns outperform the peer average of 18.58% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

MLOAX performance comparison shows side-by-side returns with another fund. MLOAX alternatives are available in the Mutual Fund Screener.