MLVGX Mutual Fund

MLVGX Mutual Fund

NAV$18.95
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Returns Overview

1 Month
-3.84%
3 Months
+0.67%
6 Months
+5.09%
YTD
+4.25%
1 Year
+4.23%
3 Years (annualized)
+9.93%
5 Years (annualized)
+5.06%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVGX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+9.98%
vs Peers
-5.73%

MLVGX Mutual Fund Performance

MLVGX performance across multiple time periods: 1-month -3.84%, YTD 4.25%, 1-year 4.23%, 3-year 9.93%, 5-year 5.06%, 10-year 9.39%.

MLVGX 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.

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