MLVMX Mutual Fund

MLVMX Mutual Fund

NAV$20.00
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Returns Overview

1 Month
+7.34%
3 Months
+5.29%
6 Months
+8.32%
YTD
+11.94%
1 Year
+13.90%
3 Years (annualized)
+14.94%
5 Years (annualized)
+6.84%
10 Years (annualized)
+10.61%

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)
+11.94%
Peer Avg (YTD)
+17.72%
vs Peers
-5.77%

MLVMX Mutual Fund Performance

MLVMX performance across multiple time periods: 1-month 7.34%, YTD 11.94%, 1-year 13.90%, 3-year 14.94%, 5-year 6.84%, 10-year 10.61%.

MLVMX returns trail the peer average of 17.72% 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.