MLVBX Mutual Fund

NAV$18.96

Returns Overview

1 Month
+1.84%
3 Months
+4.34%
6 Months
+3.46%
YTD
+3.57%
1 Year
+8.26%
3 Years (annualized)
+8.02%
5 Years (annualized)
+5.72%
10 Years (annualized)
+8.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+9.51%
vs Peers
-5.93%

MLVBX Mutual Fund Performance

MLVBX performance across multiple time periods: 1-month 1.84%, YTD 3.57%, 1-year 8.26%, 3-year 8.02%, 5-year 5.72%, 10-year 8.99%.

MLVBX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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