MAVFX Mutual Fund

MAVFX Mutual Fund

NAV$98.28
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Returns Overview

1 Month
-4.26%
3 Months
-1.96%
6 Months
+6.17%
YTD
+1.50%
1 Year
+19.50%
3 Years (annualized)
+9.20%
5 Years (annualized)
+15.39%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAVFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+4.60%
vs Peers
-3.10%

MAVFX Mutual Fund Performance

MAVFX performance across multiple time periods: 1-month -4.26%, YTD 1.50%, 1-year 19.50%, 3-year 9.20%, 5-year 15.39%, 10-year 9.51%.

MAVFX returns trail the peer average of 4.60% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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