MLVHX Mutual Fund

MLVHX Mutual Fund

NAV$19.36
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Returns Overview

1 Month
+2.73%
3 Months
+3.11%
6 Months
+4.53%
YTD
+6.89%
1 Year
+12.16%
3 Years (annualized)
+11.75%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVHX 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)
+6.89%
Peer Avg (YTD)
+9.41%
vs Peers
-2.52%

MLVHX Mutual Fund Performance

MLVHX performance across multiple time periods: 1-month 2.73%, YTD 6.89%, 1-year 12.16%, 3-year 11.75%, 5-year 7.43%, 10-year 10.11%.

MLVHX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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