MNVAX Mutual Fund

MNVAX Mutual Fund

NAV$30.63
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Returns Overview

1 Month
+2.04%
3 Months
+0.37%
6 Months
+3.30%
YTD
+7.59%
1 Year
+11.99%
3 Years (annualized)
+10.36%
5 Years (annualized)
+8.35%
10 Years (annualized)
+11.98%

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)
+7.59%
Peer Avg (YTD)
+9.41%
vs Peers
-1.82%

MNVAX Mutual Fund Performance

MNVAX performance across multiple time periods: 1-month 2.04%, YTD 7.59%, 1-year 11.99%, 3-year 10.36%, 5-year 8.35%, 10-year 11.98%.

MNVAX returns trail the peer average of 9.41% 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.