MFVZX Mutual Fund

MFVZX Mutual Fund

NAV$9.85
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.24%
3 Months
+4.27%
6 Months
+3.30%
YTD
+7.28%
1 Year
+3.03%
3 Years (annualized)
+9.39%
5 Years (annualized)
+9.30%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFVZX 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)
+7.28%
Peer Avg (YTD)
+8.00%
vs Peers
-0.71%

MFVZX Mutual Fund Performance

MFVZX performance across multiple time periods: 1-month 3.24%, YTD 7.28%, 1-year 3.03%, 3-year 9.39%, 5-year 9.30%, 10-year 7.09%.

MFVZX returns trail the peer average of 8.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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