MVIAX Mutual Fund

MVIAX Mutual Fund

NAV$23.66
See how much of MVIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.97%
3 Months
+7.45%
6 Months
+12.35%
YTD
+15.87%
1 Year
+25.00%
3 Years (annualized)
+14.98%
5 Years (annualized)
+11.40%
10 Years (annualized)
+12.12%

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
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
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+15.87%
Peer Avg (YTD)
+11.41%
vs Peers
+4.46%

MVIAX Mutual Fund Performance

MVIAX performance across multiple time periods: 1-month 0.97%, YTD 15.87%, 1-year 25.00%, 3-year 14.98%, 5-year 11.40%, 10-year 12.12%.

MVIAX returns outperform the peer average of 11.41% 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.