MSVSX Mutual Fund

NAV$9.78

Returns Overview

1 Month
+7.23%
3 Months
+11.82%
6 Months
+4.30%
YTD
+2.58%
1 Year
+2.04%
3 Years (annualized)
+6.84%
5 Years (annualized)
+12.70%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVSX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+4.49%
vs Peers
-1.91%

MSVSX Mutual Fund Performance

MSVSX performance across multiple time periods: 1-month 7.23%, YTD 2.58%, 1-year 2.04%, 3-year 6.84%, 5-year 12.70%, 10-year 6.12%.

MSVSX returns trail the peer average of 4.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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