MRVSX Mutual Fund

MRVSX Mutual Fund

NAV$34.52
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Returns Overview

1 Month
+4.90%
3 Months
-2.81%
6 Months
+5.45%
YTD
+21.07%
1 Year
+25.37%
3 Years (annualized)
+15.97%
5 Years (annualized)
+7.66%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRVSX 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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.07%
Peer Avg (YTD)
+14.00%
vs Peers
+7.07%

MRVSX Mutual Fund Performance

MRVSX performance across multiple time periods: 1-month 4.90%, YTD 21.07%, 1-year 25.37%, 3-year 15.97%, 5-year 7.66%, 10-year 9.42%.

MRVSX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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