MAVKX Mutual Fund

NAV$16.93

Returns Overview

1 Month
+5.73%
3 Months
+17.04%
6 Months
+19.62%
YTD
+18.52%
1 Year
+27.42%
3 Years (annualized)
+12.75%
5 Years (annualized)
+6.51%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.52%
Peer Avg (YTD)
+18.52%
vs Peers
-0.00%

MAVKX Mutual Fund Performance

MAVKX performance across multiple time periods: 1-month 5.73%, YTD 18.52%, 1-year 27.42%, 3-year 12.75%, 5-year 6.51%.

MAVKX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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