MVTRX Mutual Fund

MVTRX Mutual Fund

NAV$10.63
See how much of MVTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.27%
3 Months
-1.44%
6 Months
+2.19%
YTD
+1.18%
1 Year
+3.15%
3 Years (annualized)
+11.29%
5 Years (annualized)
+6.21%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVTRX 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)
+1.18%
Peer Avg (YTD)
+6.72%
vs Peers
-5.54%

MVTRX Mutual Fund Performance

MVTRX performance across multiple time periods: 1-month -9.27%, YTD 1.18%, 1-year 3.15%, 3-year 11.29%, 5-year 6.21%, 10-year 7.58%.

MVTRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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