MVEIX Mutual Fund

NAV$12.99

Returns Overview

1 Month
-0.26%
3 Months
+11.23%
6 Months
+12.42%
YTD
+10.87%
1 Year
+24.37%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVEIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+10.82%
vs Peers
+0.05%

MVEIX Mutual Fund Performance

MVEIX performance across multiple time periods: 1-month -0.26%, YTD 10.87%, 1-year 24.37%, 3-year 13.64%, 5-year 7.24%, 10-year 10.39%.

MVEIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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