MAVKX Mutual Fund

MAVKX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-1.85%
3 Months
+5.97%
6 Months
+10.94%
YTD
+17.41%
1 Year
+22.67%
3 Years (annualized)
+10.64%
5 Years (annualized)
+6.57%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAVKX 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)
+17.41%
Peer Avg (YTD)
+15.31%
vs Peers
+2.10%

MAVKX Mutual Fund Performance

MAVKX performance across multiple time periods: 1-month -1.85%, YTD 17.41%, 1-year 22.67%, 3-year 10.64%, 5-year 6.57%, 10-year 7.46%.

MAVKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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