MLVKX Mutual Fund

MLVKX Mutual Fund

NAV$37.57
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Returns Overview

1 Month
+2.08%
3 Months
+9.58%
6 Months
+24.60%
YTD
+25.96%
1 Year
+35.79%
3 Years (annualized)
+24.86%
5 Years (annualized)
+14.55%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVKX 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
PROUpgrade to run
🏦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)
+25.96%
Peer Avg (YTD)
+12.44%
vs Peers
+13.52%

MLVKX Mutual Fund Performance

MLVKX performance across multiple time periods: 1-month 2.08%, YTD 25.96%, 1-year 35.79%, 3-year 24.86%, 5-year 14.55%, 10-year 13.25%.

MLVKX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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