MVEIX Mutual Fund

MVEIX Mutual Fund

NAV$13.50
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Returns Overview

1 Month
+1.41%
3 Months
+5.57%
6 Months
+9.04%
YTD
+14.00%
1 Year
+25.53%
3 Years (annualized)
+13.63%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+9.54%
vs Peers
+4.46%

MVEIX Mutual Fund Performance

MVEIX performance across multiple time periods: 1-month 1.41%, YTD 14.00%, 1-year 25.53%, 3-year 13.63%, 5-year 7.68%, 10-year 9.91%.

MVEIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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