MRVYX Mutual Fund

MRVYX Mutual Fund

NAV$2.05
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Returns Overview

1 Month
-2.48%
3 Months
+3.75%
6 Months
+8.00%
YTD
+13.26%
1 Year
+6.68%
3 Years (annualized)
+8.79%
5 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRVYX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.26%
Peer Avg (YTD)
+8.12%
vs Peers
+5.15%

MRVYX Mutual Fund Performance

MRVYX performance across multiple time periods: 1-month -2.48%, YTD 13.26%, 1-year 6.68%, 3-year 8.79%, 5-year 5.25%.

MRVYX returns outperform the peer average of 8.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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