MVIIX Mutual Fund

MVIIX Mutual Fund

NAV$22.94
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Returns Overview

1 Month
-3.61%
3 Months
-0.35%
6 Months
+12.41%
YTD
+14.53%
1 Year
+18.24%
3 Years (annualized)
+13.21%
5 Years (annualized)
+9.41%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVIIX 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
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+10.00%
vs Peers
+4.53%

MVIIX Mutual Fund Performance

MVIIX performance across multiple time periods: 1-month -3.61%, YTD 14.53%, 1-year 18.24%, 3-year 13.21%, 5-year 9.41%, 10-year 12.37%.

MVIIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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