MVSSX Mutual Fund

MVSSX Mutual Fund

NAV$39.82
See how much of MVSSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.06%
3 Months
+8.74%
6 Months
+17.32%
YTD
+25.17%
1 Year
+38.84%
3 Years (annualized)
+12.80%
5 Years (annualized)
+10.17%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVSSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.17%
Peer Avg (YTD)
+15.31%
vs Peers
+9.86%

MVSSX Mutual Fund Performance

MVSSX performance across multiple time periods: 1-month 1.06%, YTD 25.17%, 1-year 38.84%, 3-year 12.80%, 5-year 10.17%, 10-year 10.46%.

MVSSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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