MDLVX Mutual Fund

MDLVX Mutual Fund

NAV$32.63
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Returns Overview

1 Month
+3.56%
3 Months
+2.49%
6 Months
+13.53%
YTD
+25.22%
1 Year
+31.66%
3 Years (annualized)
+24.97%
5 Years (annualized)
+12.92%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDLVX 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)
+25.22%
Peer Avg (YTD)
+12.44%
vs Peers
+12.78%

MDLVX Mutual Fund Performance

MDLVX performance across multiple time periods: 1-month 3.56%, YTD 25.22%, 1-year 31.66%, 3-year 24.97%, 5-year 12.92%, 10-year 13.12%.

MDLVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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