MVEIX Mutual Fund

MVEIX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
+4.00%
3 Months
+5.19%
6 Months
+9.65%
YTD
+18.56%
1 Year
+23.49%
3 Years (annualized)
+16.87%
5 Years (annualized)
+8.09%
10 Years (annualized)
+10.37%

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)
+18.56%
Peer Avg (YTD)
+9.89%
vs Peers
+8.67%

MVEIX Mutual Fund Performance

MVEIX performance across multiple time periods: 1-month 4.00%, YTD 18.56%, 1-year 23.49%, 3-year 16.87%, 5-year 8.09%, 10-year 10.37%.

MVEIX returns outperform the peer average of 9.89% 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.