MVTIX Mutual Fund

MVTIX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
+3.05%
3 Months
+7.51%
6 Months
+5.58%
YTD
+11.49%
1 Year
+12.49%
3 Years (annualized)
+11.19%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVTIX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+9.89%
vs Peers
+1.60%

MVTIX Mutual Fund Performance

MVTIX performance across multiple time periods: 1-month 3.05%, YTD 11.49%, 1-year 12.49%, 3-year 11.19%, 5-year 6.12%, 10-year 8.30%.

MVTIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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