MLVAX Mutual Fund

MLVAX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
+2.73%
3 Months
+3.05%
6 Months
+4.41%
YTD
+6.77%
1 Year
+11.89%
3 Years (annualized)
+11.46%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVAX 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
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📉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)
+6.77%
Peer Avg (YTD)
+9.41%
vs Peers
-2.64%

MLVAX Mutual Fund Performance

MLVAX performance across multiple time periods: 1-month 2.73%, YTD 6.77%, 1-year 11.89%, 3-year 11.46%, 5-year 7.16%, 10-year 9.75%.

MLVAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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