MXVHX Mutual Fund

MXVHX Mutual Fund

NAV$7.84
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Returns Overview

1 Month
+0.75%
3 Months
+6.45%
6 Months
+10.82%
YTD
+17.42%
1 Year
+24.57%
3 Years (annualized)
+15.21%
5 Years (annualized)
+10.49%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXVHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.42%
Peer Avg (YTD)
+12.44%
vs Peers
+4.98%

MXVHX Mutual Fund Performance

MXVHX performance across multiple time periods: 1-month 0.75%, YTD 17.42%, 1-year 24.57%, 3-year 15.21%, 5-year 10.49%, 10-year 9.14%.

MXVHX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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