MVSNX Mutual Fund

NAV$16.33

Returns Overview

1 Month
-2.22%
3 Months
-0.65%
6 Months
+1.63%
YTD
+1.71%
1 Year
+10.21%
3 Years (annualized)
+8.05%
5 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVSNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+1.65%
vs Peers
+0.06%

MVSNX Mutual Fund Performance

MVSNX performance across multiple time periods: 1-month -2.22%, YTD 1.71%, 1-year 10.21%, 3-year 8.05%, 5-year 9.19%.

MVSNX returns outperform the peer average of 1.65% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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