MVTRX Mutual Fund

MVTRX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
+3.00%
3 Months
+7.50%
6 Months
+5.59%
YTD
+11.52%
1 Year
+12.53%
3 Years (annualized)
+11.29%
5 Years (annualized)
+6.21%
10 Years (annualized)
+7.58%

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)
+11.52%
Peer Avg (YTD)
+9.89%
vs Peers
+1.63%

MVTRX Mutual Fund Performance

MVTRX performance across multiple time periods: 1-month 3.00%, YTD 11.52%, 1-year 12.53%, 3-year 11.29%, 5-year 6.21%, 10-year 7.58%.

MVTRX returns outperform the peer average of 9.89% 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.