MVRRX Mutual Fund

MVRRX Mutual Fund

NAV$52.57
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Returns Overview

1 Month
+3.68%
3 Months
+4.88%
6 Months
+7.27%
YTD
+10.76%
1 Year
+17.88%
3 Years (annualized)
+12.69%
5 Years (annualized)
+8.31%
10 Years (annualized)
+9.78%

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
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📉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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+11.41%
vs Peers
-0.65%

MVRRX Mutual Fund Performance

MVRRX performance across multiple time periods: 1-month 3.68%, YTD 10.76%, 1-year 17.88%, 3-year 12.69%, 5-year 8.31%, 10-year 9.78%.

MVRRX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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