MMVYX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+7.20%
3 Months
+11.83%
6 Months
+4.24%
YTD
+2.51%
1 Year
+1.98%
3 Years (annualized)
+6.74%
5 Years (annualized)
+12.59%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMVYX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+4.49%
vs Peers
-1.98%

MMVYX Mutual Fund Performance

MMVYX performance across multiple time periods: 1-month 7.20%, YTD 2.51%, 1-year 1.98%, 3-year 6.74%, 5-year 12.59%, 10-year 6.00%.

MMVYX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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