MVSSX Mutual Fund

MVSSX Mutual Fund

NAV$38.54
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Returns Overview

1 Month
-6.44%
3 Months
-6.26%
6 Months
+10.50%
YTD
+14.96%
1 Year
+18.89%
3 Years (annualized)
+13.79%
5 Years (annualized)
+9.52%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVSSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.96%
Peer Avg (YTD)
+10.34%
vs Peers
+4.61%

MVSSX Mutual Fund Performance

MVSSX performance across multiple time periods: 1-month -6.44%, YTD 14.96%, 1-year 18.89%, 3-year 13.79%, 5-year 9.52%, 10-year 10.11%.

MVSSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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