MVALX Mutual Fund

MVALX Mutual Fund

NAV$45.75
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Returns Overview

1 Month
-5.89%
3 Months
+0.97%
6 Months
+6.73%
YTD
+12.03%
1 Year
+20.12%
3 Years (annualized)
+12.17%
5 Years (annualized)
+7.45%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVALX 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
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🏦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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.03%
Peer Avg (YTD)
+9.54%
vs Peers
+2.49%

MVALX Mutual Fund Performance

MVALX performance across multiple time periods: 1-month -5.89%, YTD 12.03%, 1-year 20.12%, 3-year 12.17%, 5-year 7.45%, 10-year 11.97%.

MVALX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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