MVRRX Mutual Fund

MVRRX Mutual Fund

NAV$52.82
See how much of MVRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.63%
3 Months
-1.45%
6 Months
+4.28%
YTD
+4.29%
1 Year
+7.41%
3 Years (annualized)
+13.42%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVRRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.29%
Peer Avg (YTD)
+10.00%
vs Peers
-5.71%

MVRRX Mutual Fund Performance

MVRRX performance across multiple time periods: 1-month -4.63%, YTD 4.29%, 1-year 7.41%, 3-year 13.42%, 5-year 7.70%, 10-year 9.93%.

MVRRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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