MSVVX Mutual Fund

MSVVX Mutual Fund

NAV$5.70
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Returns Overview

1 Month
-1.07%
3 Months
+7.99%
6 Months
+6.54%
YTD
+9.49%
1 Year
+19.72%
3 Years (annualized)
+10.72%
5 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+15.31%
vs Peers
-5.82%

MSVVX Mutual Fund Performance

MSVVX performance across multiple time periods: 1-month -1.07%, YTD 9.49%, 1-year 19.72%, 3-year 10.72%, 5-year 8.79%.

MSVVX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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