MLVAX Mutual Fund

MLVAX Mutual Fund

NAV$20.07
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Returns Overview

1 Month
+7.43%
3 Months
+5.54%
6 Months
+8.76%
YTD
+12.69%
1 Year
+14.77%
3 Years (annualized)
+15.81%
5 Years (annualized)
+7.65%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVAX 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)
+12.69%
Peer Avg (YTD)
+17.72%
vs Peers
-5.02%

MLVAX Mutual Fund Performance

MLVAX performance across multiple time periods: 1-month 7.43%, YTD 12.69%, 1-year 14.77%, 3-year 15.81%, 5-year 7.65%, 10-year 11.45%.

MLVAX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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