MLVPX Mutual Fund

NAV$19.13

Returns Overview

1 Month
+1.97%
3 Months
+4.57%
6 Months
+3.85%
YTD
+3.97%
1 Year
+9.09%
3 Years (annualized)
+8.86%
5 Years (annualized)
+6.52%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVPX 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)
+3.97%
Peer Avg (YTD)
+9.51%
vs Peers
-5.54%

MLVPX Mutual Fund Performance

MLVPX performance across multiple time periods: 1-month 1.97%, YTD 3.97%, 1-year 9.09%, 3-year 8.86%, 5-year 6.52%, 10-year 9.74%.

MLVPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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