MVSIX Mutual Fund

MVSIX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-2.18%
3 Months
-0.54%
6 Months
+1.81%
YTD
+1.82%
1 Year
+10.62%
3 Years (annualized)
+9.25%
5 Years (annualized)
+9.91%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVSIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+1.65%
vs Peers
+0.17%

MVSIX Mutual Fund Performance

MVSIX performance across multiple time periods: 1-month -2.18%, YTD 1.82%, 1-year 10.62%, 3-year 9.25%, 5-year 9.91%, 10-year 8.26%.

MVSIX returns outperform the peer average of 1.65% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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