MVIAX Mutual Fund

NAV$23.01

Returns Overview

1 Month
+3.89%
3 Months
+12.77%
6 Months
+15.70%
YTD
+14.76%
1 Year
+24.26%
3 Years (annualized)
+11.71%
5 Years (annualized)
+8.63%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVIAX 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
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+14.76%
Peer Avg (YTD)
+9.49%
vs Peers
+5.27%

MVIAX Mutual Fund Performance

MVIAX performance across multiple time periods: 1-month 3.89%, YTD 14.76%, 1-year 24.26%, 3-year 11.71%, 5-year 8.63%, 10-year 10.88%.

MVIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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