MSVIX Mutual Fund

NAV$5.54

Returns Overview

1 Month
-0.36%
3 Months
+7.78%
6 Months
+5.12%
YTD
+9.49%
1 Year
+22.32%
3 Years (annualized)
+13.13%
5 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+18.52%
vs Peers
-9.04%

MSVIX Mutual Fund Performance

MSVIX performance across multiple time periods: 1-month -0.36%, YTD 9.49%, 1-year 22.32%, 3-year 13.13%, 5-year 8.70%.

MSVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

MSVIX performance comparison shows side-by-side returns with another fund. MSVIX alternatives are available in the Mutual Fund Screener.