MALVX Mutual Fund

MALVX Mutual Fund

NAV$38.58
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Returns Overview

1 Month
+4.05%
3 Months
+10.83%
6 Months
+18.13%
YTD
+23.35%
1 Year
+37.93%
3 Years (annualized)
+20.78%
5 Years (annualized)
+13.12%
10 Years (annualized)
+12.95%

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)
+23.35%
Peer Avg (YTD)
+11.41%
vs Peers
+11.94%

MALVX Mutual Fund Performance

MALVX performance across multiple time periods: 1-month 4.05%, YTD 23.35%, 1-year 37.93%, 3-year 20.78%, 5-year 13.12%, 10-year 12.95%.

MALVX returns outperform the peer average of 11.41% 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.