MVALX Mutual Fund

MVALX Mutual Fund

NAV$43.21
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Returns Overview

1 Month
-0.07%
3 Months
-5.19%
6 Months
-4.27%
YTD
+4.67%
1 Year
+4.72%
3 Years (annualized)
+17.02%
5 Years (annualized)
+5.62%
10 Years (annualized)
+9.35%

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
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📉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)
+4.67%
Peer Avg (YTD)
+8.01%
vs Peers
-3.34%

MVALX Mutual Fund Performance

MVALX performance across multiple time periods: 1-month -0.07%, YTD 4.67%, 1-year 4.72%, 3-year 17.02%, 5-year 5.62%, 10-year 9.35%.

MVALX returns trail the peer average of 8.01% 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.