MFVNX Mutual Fund

MFVNX Mutual Fund

NAV$4.80
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Returns Overview

1 Month
+3.25%
3 Months
+4.10%
6 Months
+3.00%
YTD
+6.81%
1 Year
+2.38%
3 Years (annualized)
+8.25%
5 Years (annualized)
+9.43%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFVNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+8.00%
vs Peers
-1.19%

MFVNX Mutual Fund Performance

MFVNX performance across multiple time periods: 1-month 3.25%, YTD 6.81%, 1-year 2.38%, 3-year 8.25%, 5-year 9.43%, 10-year 6.33%.

MFVNX returns trail the peer average of 8.00% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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