MSVEX Mutual Fund

MSVEX Mutual Fund

NAV$6.48
See how much of MSVEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.60%
3 Months
+2.96%
6 Months
-0.91%
YTD
+1.07%
1 Year
+29.13%
3 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+1.69%
vs Peers
-0.62%

MSVEX Mutual Fund Performance

MSVEX performance across multiple time periods: 1-month 3.60%, YTD 1.07%, 1-year 29.13%, 3-year 2.90%.

MSVEX returns trail the peer average of 1.69% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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