MFVSX Mutual Fund

MFVSX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+3.27%
3 Months
+4.29%
6 Months
+3.33%
YTD
+7.22%
1 Year
+2.99%
3 Years (annualized)
+9.30%
5 Years (annualized)
+9.21%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFVSX 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)
+7.22%
Peer Avg (YTD)
+8.00%
vs Peers
-0.78%

MFVSX Mutual Fund Performance

MFVSX performance across multiple time periods: 1-month 3.27%, YTD 7.22%, 1-year 2.99%, 3-year 9.30%, 5-year 9.21%, 10-year 7.01%.

MFVSX returns trail the peer average of 8.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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