MVIAX Mutual Fund

MVIAX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
+2.31%
3 Months
+7.32%
6 Months
+10.93%
YTD
+18.55%
1 Year
+24.33%
3 Years (annualized)
+17.01%
5 Years (annualized)
+11.05%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVIAX 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
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+18.55%
Peer Avg (YTD)
+12.44%
vs Peers
+6.12%

MVIAX Mutual Fund Performance

MVIAX performance across multiple time periods: 1-month 2.31%, YTD 18.55%, 1-year 24.33%, 3-year 17.01%, 5-year 11.05%, 10-year 12.07%.

MVIAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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