MSVIX Mutual Fund

MSVIX Mutual Fund

NAV$5.71
See how much of MSVIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.07%
3 Months
+7.99%
6 Months
+6.54%
YTD
+9.49%
1 Year
+19.94%
3 Years (annualized)
+10.98%
5 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVIX 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 Index(^RUA)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+15.31%
vs Peers
-5.82%

MSVIX Mutual Fund Performance

MSVIX performance across multiple time periods: 1-month -1.07%, YTD 9.49%, 1-year 19.94%, 3-year 10.98%, 5-year 9.02%.

MSVIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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