MVTIX Mutual Fund

MVTIX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
+5.45%
3 Months
+4.84%
6 Months
+4.84%
YTD
+8.19%
1 Year
+14.47%
3 Years (annualized)
+9.53%
5 Years (annualized)
+6.27%
10 Years (annualized)
+8.16%

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)
+8.19%
Peer Avg (YTD)
+9.54%
vs Peers
-1.35%

MVTIX Mutual Fund Performance

MVTIX performance across multiple time periods: 1-month 5.45%, YTD 8.19%, 1-year 14.47%, 3-year 9.53%, 5-year 6.27%, 10-year 8.16%.

MVTIX returns trail the peer average of 9.54% 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.