MLVHX Mutual Fund

NAV$18.99

Returns Overview

1 Month
+3.94%
3 Months
+5.09%
6 Months
+4.92%
YTD
+7.29%
1 Year
+9.36%
3 Years (annualized)
+9.12%
5 Years (annualized)
+6.79%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+9.51%
vs Peers
-2.22%

MLVHX Mutual Fund Performance

MLVHX performance across multiple time periods: 1-month 3.94%, YTD 7.29%, 1-year 9.36%, 3-year 9.12%, 5-year 6.79%, 10-year 10.06%.

MLVHX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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