MALVX Mutual Fund

MALVX Mutual Fund

NAV$37.64
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Returns Overview

1 Month
+2.10%
3 Months
+9.59%
6 Months
+17.47%
YTD
+25.94%
1 Year
+35.78%
3 Years (annualized)
+22.38%
5 Years (annualized)
+13.25%
10 Years (annualized)
+13.27%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+25.94%
Peer Avg (YTD)
+12.44%
vs Peers
+13.50%

MALVX Mutual Fund Performance

MALVX performance across multiple time periods: 1-month 2.10%, YTD 25.94%, 1-year 35.78%, 3-year 22.38%, 5-year 13.25%, 10-year 13.27%.

MALVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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