MLVTX Mutual Fund

MLVTX Mutual Fund

NAV$18.93
See how much of MLVTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.07%
3 Months
+6.94%
6 Months
+2.75%
YTD
+9.19%
1 Year
+11.44%
3 Years (annualized)
+11.14%
5 Years (annualized)
+6.22%
10 Years (annualized)
+10.50%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+11.21%
vs Peers
-2.03%

MLVTX Mutual Fund Performance

MLVTX performance across multiple time periods: 1-month 2.07%, YTD 9.19%, 1-year 11.44%, 3-year 11.14%, 5-year 6.22%, 10-year 10.50%.

MLVTX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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