MXVHX Mutual Fund

MXVHX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
+3.75%
3 Months
+8.08%
6 Months
+12.46%
YTD
+16.55%
1 Year
+28.09%
3 Years (annualized)
+17.91%
5 Years (annualized)
+13.00%
10 Years (annualized)
+12.71%

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)
+16.55%
Peer Avg (YTD)
+11.41%
vs Peers
+5.14%

MXVHX Mutual Fund Performance

MXVHX performance across multiple time periods: 1-month 3.75%, YTD 16.55%, 1-year 28.09%, 3-year 17.91%, 5-year 13.00%, 10-year 12.71%.

MXVHX returns outperform the peer average of 11.41% 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.