MVIIX Mutual Fund

MVIIX Mutual Fund

NAV$23.22
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Returns Overview

1 Month
+1.02%
3 Months
+7.56%
6 Months
+12.56%
YTD
+16.11%
1 Year
+25.40%
3 Years (annualized)
+15.36%
5 Years (annualized)
+11.77%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVIIX 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)
+16.11%
Peer Avg (YTD)
+11.41%
vs Peers
+4.70%

MVIIX Mutual Fund Performance

MVIIX performance across multiple time periods: 1-month 1.02%, YTD 16.11%, 1-year 25.40%, 3-year 15.36%, 5-year 11.77%, 10-year 12.57%.

MVIIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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