MVTIX Mutual Fund

MVTIX Mutual Fund

NAV$10.46
See how much of MVTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.32%
3 Months
-1.46%
6 Months
+2.12%
YTD
+1.10%
1 Year
+2.98%
3 Years (annualized)
+11.19%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVTIX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+6.72%
vs Peers
-5.62%

MVTIX Mutual Fund Performance

MVTIX performance across multiple time periods: 1-month -9.32%, YTD 1.10%, 1-year 2.98%, 3-year 11.19%, 5-year 6.12%, 10-year 8.30%.

MVTIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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