MVISX Mutual Fund

MVISX Mutual Fund

NAV$60.76
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Returns Overview

1 Month
-2.31%
3 Months
-0.23%
6 Months
+5.82%
YTD
+10.85%
1 Year
+16.29%
3 Years (annualized)
+32.85%
5 Years (annualized)
+5.52%
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)
+10.85%
Peer Avg (YTD)
+8.01%
vs Peers
+2.84%

MVISX Mutual Fund Performance

MVISX performance across multiple time periods: 1-month -2.31%, YTD 10.85%, 1-year 16.29%, 3-year 32.85%, 5-year 5.52%, 10-year 14.19%.

MVISX returns outperform the peer average of 8.01% 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.