MSVVX Mutual Fund

NAV$5.46

Returns Overview

1 Month
-1.62%
3 Months
+8.55%
6 Months
+3.80%
YTD
+7.91%
1 Year
+22.09%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVVX 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
PROUpgrade to run

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)
+7.91%
Peer Avg (YTD)
+18.52%
vs Peers
-10.62%

MSVVX Mutual Fund Performance

MSVVX performance across multiple time periods: 1-month -1.62%, YTD 7.91%, 1-year 22.09%, 3-year 12.90%, 5-year 8.48%.

MSVVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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