MSVYX Mutual Fund

MSVYX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
-2.26%
3 Months
+6.10%
6 Months
+12.00%
YTD
+16.82%
1 Year
+25.24%
3 Years (annualized)
+13.70%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVYX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+15.31%
vs Peers
+1.51%

MSVYX Mutual Fund Performance

MSVYX performance across multiple time periods: 1-month -2.26%, YTD 16.82%, 1-year 25.24%, 3-year 13.70%, 5-year 8.23%, 10-year 10.76%.

MSVYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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