MLVRX Mutual Fund

MLVRX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
+7.47%
3 Months
+5.60%
6 Months
+8.88%
YTD
+12.93%
1 Year
+15.03%
3 Years (annualized)
+16.06%
5 Years (annualized)
+7.92%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVRX 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)
+12.93%
Peer Avg (YTD)
+10.80%
vs Peers
+2.13%

MLVRX Mutual Fund Performance

MLVRX performance across multiple time periods: 1-month 7.47%, YTD 12.93%, 1-year 15.03%, 3-year 16.06%, 5-year 7.92%, 10-year 11.02%.

MLVRX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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