MLVKX Mutual Fund

MLVKX Mutual Fund

NAV$37.97
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Returns Overview

1 Month
+4.07%
3 Months
+10.84%
6 Months
+18.14%
YTD
+23.40%
1 Year
+38.02%
3 Years (annualized)
+20.87%
5 Years (annualized)
+13.19%
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)
+23.40%
Peer Avg (YTD)
+11.41%
vs Peers
+11.99%

MLVKX Mutual Fund Performance

MLVKX performance across multiple time periods: 1-month 4.07%, YTD 23.40%, 1-year 38.02%, 3-year 20.87%, 5-year 13.19%, 10-year 13.25%.

MLVKX returns outperform the peer average of 11.41% 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.