MLVMX Mutual Fund

MLVMX Mutual Fund

NAV$19.08
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Returns Overview

1 Month
-3.81%
3 Months
+0.72%
6 Months
+5.12%
YTD
+4.28%
1 Year
+4.26%
3 Years (annualized)
+9.94%
5 Years (annualized)
+5.99%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVMX 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)
+4.28%
Peer Avg (YTD)
+9.98%
vs Peers
-5.70%

MLVMX Mutual Fund Performance

MLVMX performance across multiple time periods: 1-month -3.81%, YTD 4.28%, 1-year 4.26%, 3-year 9.94%, 5-year 5.99%, 10-year 9.87%.

MLVMX 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.

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