MLVBX Mutual Fund

MLVBX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
-3.82%
3 Months
+0.71%
6 Months
+5.09%
YTD
+4.31%
1 Year
+4.23%
3 Years (annualized)
+11.88%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+9.98%
vs Peers
-5.67%

MLVBX Mutual Fund Performance

MLVBX performance across multiple time periods: 1-month -3.82%, YTD 4.31%, 1-year 4.23%, 3-year 11.88%, 5-year 6.17%, 10-year 9.98%.

MLVBX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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