MVRRX Mutual Fund

NAV$54.92

Returns Overview

1 Month
+2.41%
3 Months
+5.81%
6 Months
+6.83%
YTD
+5.82%
1 Year
+12.88%
3 Years (annualized)
+12.27%
5 Years (annualized)
+8.02%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVRRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+9.49%
vs Peers
-3.67%

MVRRX Mutual Fund Performance

MVRRX performance across multiple time periods: 1-month 2.41%, YTD 5.82%, 1-year 12.88%, 3-year 12.27%, 5-year 8.02%, 10-year 9.94%.

MVRRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

MVRRX performance comparison shows side-by-side returns with another fund. MVRRX alternatives are available in the Mutual Fund Screener.