MLVBX Mutual Fund

MLVBX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
+2.68%
3 Months
+2.85%
6 Months
+3.99%
YTD
+6.35%
1 Year
+11.05%
3 Years (annualized)
+10.63%
5 Years (annualized)
+6.36%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+9.41%
vs Peers
-3.06%

MLVBX Mutual Fund Performance

MLVBX performance across multiple time periods: 1-month 2.68%, YTD 6.35%, 1-year 11.05%, 3-year 10.63%, 5-year 6.36%, 10-year 9.05%.

MLVBX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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