MALVX Mutual Fund

NAV$38.31

Returns Overview

1 Month
+3.15%
3 Months
+15.56%
6 Months
+18.54%
YTD
+17.57%
1 Year
+33.05%
3 Years (annualized)
+20.43%
5 Years (annualized)
+12.51%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MALVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.57%
Peer Avg (YTD)
+9.49%
vs Peers
+8.08%

MALVX Mutual Fund Performance

MALVX performance across multiple time periods: 1-month 3.15%, YTD 17.57%, 1-year 33.05%, 3-year 20.43%, 5-year 12.51%, 10-year 12.86%.

MALVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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