MLVOX Mutual Fund

MLVOX Mutual Fund

NAV$20.24
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Returns Overview

1 Month
+7.42%
3 Months
+5.49%
6 Months
+8.64%
YTD
+12.46%
1 Year
+14.49%
3 Years (annualized)
+15.53%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVOX 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)
+12.46%
Peer Avg (YTD)
+10.80%
vs Peers
+1.66%

MLVOX Mutual Fund Performance

MLVOX performance across multiple time periods: 1-month 7.42%, YTD 12.46%, 1-year 14.49%, 3-year 15.53%, 5-year 7.39%, 10-year 10.52%.

MLVOX returns outperform the peer average of 10.80% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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