MSVMX Mutual Fund

NAV$6.36

Returns Overview

1 Month
+3.51%
3 Months
+2.85%
6 Months
-1.25%
YTD
+0.78%
1 Year
+27.99%
3 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+1.69%
vs Peers
-0.91%

MSVMX Mutual Fund Performance

MSVMX performance across multiple time periods: 1-month 3.51%, YTD 0.78%, 1-year 27.99%, 3-year 2.12%.

MSVMX returns trail the peer average of 1.69% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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