MSVZX Mutual Fund

NAV$9.67

Returns Overview

1 Month
+7.18%
3 Months
+11.82%
6 Months
+4.22%
YTD
+2.58%
1 Year
+2.15%
3 Years (annualized)
+6.95%
5 Years (annualized)
+12.79%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVZX 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
-1.90%

MSVZX Mutual Fund Performance

MSVZX performance across multiple time periods: 1-month 7.18%, YTD 2.58%, 1-year 2.15%, 3-year 6.95%, 5-year 12.79%, 10-year 6.22%.

MSVZX returns trail the peer average of 4.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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