MLVTX Mutual Fund

NAV$19.09

Returns Overview

1 Month
+2.00%
3 Months
+4.67%
6 Months
+4.08%
YTD
+4.14%
1 Year
+9.47%
3 Years (annualized)
+9.22%
5 Years (annualized)
+6.88%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLVTX 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)
+4.14%
Peer Avg (YTD)
+9.51%
vs Peers
-5.37%

MLVTX Mutual Fund Performance

MLVTX performance across multiple time periods: 1-month 2.00%, YTD 4.14%, 1-year 9.47%, 3-year 9.22%, 5-year 6.88%, 10-year 10.10%.

MLVTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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