MVEIX Mutual Fund

MVEIX Mutual Fund

NAV$13.51
See how much of MVEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.95%
3 Months
+3.02%
6 Months
+8.76%
YTD
+15.82%
1 Year
+19.58%
3 Years (annualized)
+18.24%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.20%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.82%
Peer Avg (YTD)
+8.01%
vs Peers
+7.81%

MVEIX Mutual Fund Performance

MVEIX performance across multiple time periods: 1-month 4.95%, YTD 15.82%, 1-year 19.58%, 3-year 18.24%, 5-year 7.68%, 10-year 10.20%.

MVEIX returns outperform the peer average of 8.01% 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.