MLVMX Mutual Fund

MLVMX Mutual Fund

NAV$19.22
See how much of MLVMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.68%
3 Months
+2.87%
6 Months
+4.01%
YTD
+6.32%
1 Year
+11.06%
3 Years (annualized)
+10.65%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVMX 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
PROUpgrade to run

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)
+6.32%
Peer Avg (YTD)
+9.41%
vs Peers
-3.10%

MLVMX Mutual Fund Performance

MLVMX performance across multiple time periods: 1-month 2.68%, YTD 6.32%, 1-year 11.06%, 3-year 10.65%, 5-year 6.17%, 10-year 9.52%.

MLVMX 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.

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