MVISX Mutual Fund

MVISX Mutual Fund

NAV$63.77
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Returns Overview

1 Month
+2.18%
3 Months
+6.06%
6 Months
+9.92%
YTD
+12.66%
1 Year
+30.09%
3 Years (annualized)
+23.45%
5 Years (annualized)
+6.77%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVISX 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)
+12.66%
Peer Avg (YTD)
+9.54%
vs Peers
+3.12%

MVISX Mutual Fund Performance

MVISX performance across multiple time periods: 1-month 2.18%, YTD 12.66%, 1-year 30.09%, 3-year 23.45%, 5-year 6.77%, 10-year 14.19%.

MVISX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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