MRLVX Mutual Fund

MRLVX Mutual Fund

NAV$33.63
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Returns Overview

1 Month
+4.00%
3 Months
+10.68%
6 Months
+17.81%
YTD
+22.96%
1 Year
+37.23%
3 Years (annualized)
+20.19%
5 Years (annualized)
+12.57%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRLVX 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)
+22.96%
Peer Avg (YTD)
+11.41%
vs Peers
+11.55%

MRLVX Mutual Fund Performance

MRLVX performance across multiple time periods: 1-month 4.00%, YTD 22.96%, 1-year 37.23%, 3-year 20.19%, 5-year 12.57%, 10-year 12.63%.

MRLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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