MLVOX Mutual Fund

NAV$19.18

Returns Overview

1 Month
+1.93%
3 Months
+4.47%
6 Months
+3.74%
YTD
+3.80%
1 Year
+8.81%
3 Years (annualized)
+8.58%
5 Years (annualized)
+6.25%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+9.51%
vs Peers
-5.71%

MLVOX Mutual Fund Performance

MLVOX performance across multiple time periods: 1-month 1.93%, YTD 3.80%, 1-year 8.81%, 3-year 8.58%, 5-year 6.25%, 10-year 9.48%.

MLVOX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

MLVOX performance comparison shows side-by-side returns with another fund. MLVOX alternatives are available in the Mutual Fund Screener.