MVTRX Mutual Fund

MVTRX Mutual Fund

NAV$11.35
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Returns Overview

1 Month
+5.46%
3 Months
+4.96%
6 Months
+4.86%
YTD
+8.27%
1 Year
+14.69%
3 Years (annualized)
+9.64%
5 Years (annualized)
+6.40%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVTRX 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)
+8.27%
Peer Avg (YTD)
+9.54%
vs Peers
-1.27%

MVTRX Mutual Fund Performance

MVTRX performance across multiple time periods: 1-month 5.46%, YTD 8.27%, 1-year 14.69%, 3-year 9.64%, 5-year 6.40%, 10-year 8.25%.

MVTRX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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