MNVRX Mutual Fund

MNVRX Mutual Fund

NAV$30.97
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Returns Overview

1 Month
-1.34%
3 Months
+1.58%
6 Months
+10.09%
YTD
+7.32%
1 Year
+10.89%
3 Years (annualized)
+11.54%
5 Years (annualized)
+8.46%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNVRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+9.98%
vs Peers
-2.67%

MNVRX Mutual Fund Performance

MNVRX performance across multiple time periods: 1-month -1.34%, YTD 7.32%, 1-year 10.89%, 3-year 11.54%, 5-year 8.46%, 10-year 12.65%.

MNVRX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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