MFVFX Mutual Fund

MFVFX Mutual Fund

NAV$6.71
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Returns Overview

1 Month
+3.25%
3 Months
+4.21%
6 Months
+3.10%
YTD
+6.95%
1 Year
+2.59%
3 Years (annualized)
+8.68%
5 Years (annualized)
+9.80%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFVFX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+8.00%
vs Peers
-1.05%

MFVFX Mutual Fund Performance

MFVFX performance across multiple time periods: 1-month 3.25%, YTD 6.95%, 1-year 2.59%, 3-year 8.68%, 5-year 9.80%, 10-year 5.21%.

MFVFX returns trail the peer average of 8.00% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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