MMVFX Mutual Fund

MMVFX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
+7.23%
3 Months
+11.77%
6 Months
+4.03%
YTD
+2.32%
1 Year
+1.63%
3 Years (annualized)
+6.45%
5 Years (annualized)
+15.37%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMVFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+4.49%
vs Peers
-2.17%

MMVFX Mutual Fund Performance

MMVFX performance across multiple time periods: 1-month 7.23%, YTD 2.32%, 1-year 1.63%, 3-year 6.45%, 5-year 15.37%, 10-year 7.08%.

MMVFX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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