MNVAX Mutual Fund

NAV$31.06

Returns Overview

1 Month
-0.41%
3 Months
+8.27%
6 Months
+5.33%
YTD
+5.44%
1 Year
+6.35%
3 Years (annualized)
+11.18%
5 Years (annualized)
+8.51%
10 Years (annualized)
+12.19%

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
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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+9.51%
vs Peers
-4.07%

MNVAX Mutual Fund Performance

MNVAX performance across multiple time periods: 1-month -0.41%, YTD 5.44%, 1-year 6.35%, 3-year 11.18%, 5-year 8.51%, 10-year 12.19%.

MNVAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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