MNVAX Mutual Fund

MNVAX Mutual Fund

NAV$30.43
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Returns Overview

1 Month
+0.80%
3 Months
+2.43%
6 Months
+3.52%
YTD
+8.45%
1 Year
+10.72%
3 Years (annualized)
+11.06%
5 Years (annualized)
+7.99%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+11.21%
vs Peers
-2.77%

MNVAX Mutual Fund Performance

MNVAX performance across multiple time periods: 1-month 0.80%, YTD 8.45%, 1-year 10.72%, 3-year 11.06%, 5-year 7.99%, 10-year 12.17%.

MNVAX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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