MRVSX Mutual Fund

MRVSX Mutual Fund

NAV$35.16
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Returns Overview

1 Month
+0.97%
3 Months
+8.50%
6 Months
+16.84%
YTD
+24.57%
1 Year
+37.70%
3 Years (annualized)
+11.90%
5 Years (annualized)
+9.29%
10 Years (annualized)
+9.58%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.57%
Peer Avg (YTD)
+15.31%
vs Peers
+9.26%

MRVSX Mutual Fund Performance

MRVSX performance across multiple time periods: 1-month 0.97%, YTD 24.57%, 1-year 37.70%, 3-year 11.90%, 5-year 9.29%, 10-year 9.58%.

MRVSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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