MVIIX Mutual Fund

MVIIX Mutual Fund

NAV$23.77
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Returns Overview

1 Month
+5.16%
3 Months
+3.73%
6 Months
+11.57%
YTD
+20.45%
1 Year
+25.39%
3 Years (annualized)
+16.25%
5 Years (annualized)
+9.50%
10 Years (annualized)
+12.70%

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)
+20.45%
Peer Avg (YTD)
+12.44%
vs Peers
+8.01%

MVIIX Mutual Fund Performance

MVIIX performance across multiple time periods: 1-month 5.16%, YTD 20.45%, 1-year 25.39%, 3-year 16.25%, 5-year 9.50%, 10-year 12.70%.

MVIIX returns outperform the peer average of 12.44% 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.