MSVDX Mutual Fund

MSVDX Mutual Fund

NAV$6.54
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Returns Overview

1 Month
+3.58%
3 Months
+2.94%
6 Months
-0.76%
YTD
+1.22%
1 Year
+29.47%
3 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVDX 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
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📉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 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+1.69%
vs Peers
-0.47%

MSVDX Mutual Fund Performance

MSVDX performance across multiple time periods: 1-month 3.58%, YTD 1.22%, 1-year 29.47%, 3-year 3.22%.

MSVDX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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