MNVRX Mutual Fund

NAV$30.96

Returns Overview

1 Month
-0.40%
3 Months
+8.38%
6 Months
+5.50%
YTD
+5.65%
1 Year
+6.79%
3 Years (annualized)
+11.63%
5 Years (annualized)
+8.97%
10 Years (annualized)
+12.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNVRX 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)
+5.65%
Peer Avg (YTD)
+9.51%
vs Peers
-3.86%

MNVRX Mutual Fund Performance

MNVRX performance across multiple time periods: 1-month -0.40%, YTD 5.65%, 1-year 6.79%, 3-year 11.63%, 5-year 8.97%, 10-year 12.67%.

MNVRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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