MSVYX Mutual Fund

MSVYX Mutual Fund

NAV$18.96
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Returns Overview

1 Month
-6.53%
3 Months
-8.50%
6 Months
+10.37%
YTD
+8.24%
1 Year
+12.08%
3 Years (annualized)
+15.03%
5 Years (annualized)
+9.83%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVYX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+10.34%
vs Peers
-2.10%

MSVYX Mutual Fund Performance

MSVYX performance across multiple time periods: 1-month -6.53%, YTD 8.24%, 1-year 12.08%, 3-year 15.03%, 5-year 9.83%, 10-year 10.76%.

MSVYX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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