MAVKX Mutual Fund

MAVKX Mutual Fund

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Returns Overview

1 Month
+0.55%
3 Months
+4.34%
6 Months
+9.13%
YTD
+18.05%
1 Year
+16.16%
3 Years (annualized)
+11.90%
5 Years (annualized)
+3.56%
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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+15.20%
vs Peers
+2.85%

MAVKX Mutual Fund Performance

MAVKX performance across multiple time periods: 1-month 0.55%, YTD 18.05%, 1-year 16.16%, 3-year 11.90%, 5-year 3.56%, 10-year 7.46%.

MAVKX returns outperform the peer average of 15.20% 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.