MFVAX Mutual Fund

MFVAX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
+3.20%
3 Months
+4.12%
6 Months
+3.06%
YTD
+6.90%
1 Year
+2.56%
3 Years (annualized)
+8.63%
5 Years (annualized)
+9.74%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFVAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+8.00%
vs Peers
-1.10%

MFVAX Mutual Fund Performance

MFVAX performance across multiple time periods: 1-month 3.20%, YTD 6.90%, 1-year 2.56%, 3-year 8.63%, 5-year 9.74%, 10-year 6.78%.

MFVAX returns trail the peer average of 8.00% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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