MLVRX Mutual Fund

MLVRX Mutual Fund

NAV$19.19
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Returns Overview

1 Month
-3.73%
3 Months
+0.93%
6 Months
+5.63%
YTD
+5.08%
1 Year
+5.29%
3 Years (annualized)
+12.98%
5 Years (annualized)
+7.23%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVRX 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)
+5.08%
Peer Avg (YTD)
+9.98%
vs Peers
-4.91%

MLVRX Mutual Fund Performance

MLVRX performance across multiple time periods: 1-month -3.73%, YTD 5.08%, 1-year 5.29%, 3-year 12.98%, 5-year 7.23%, 10-year 11.08%.

MLVRX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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