MSVNX Mutual Fund

MSVNX Mutual Fund

NAV$7.52
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Returns Overview

1 Month
+7.26%
3 Months
+11.65%
6 Months
+3.90%
YTD
+2.10%
1 Year
+1.36%
3 Years (annualized)
+6.20%
5 Years (annualized)
+12.01%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVNX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+4.49%
vs Peers
-2.39%

MSVNX Mutual Fund Performance

MSVNX performance across multiple time periods: 1-month 7.26%, YTD 2.10%, 1-year 1.36%, 3-year 6.20%, 5-year 12.01%, 10-year 5.28%.

MSVNX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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