MRVSX Mutual Fund

NAV$35.67

Returns Overview

1 Month
+5.79%
3 Months
+17.67%
6 Months
+23.37%
YTD
+22.16%
1 Year
+39.19%
3 Years (annualized)
+13.85%
5 Years (annualized)
+14.47%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRVSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.16%
Peer Avg (YTD)
+18.52%
vs Peers
+3.63%

MRVSX Mutual Fund Performance

MRVSX performance across multiple time periods: 1-month 5.79%, YTD 22.16%, 1-year 39.19%, 3-year 13.85%, 5-year 14.47%, 10-year 15.11%.

MRVSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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