MVIIX Mutual Fund

NAV$23.10

Returns Overview

1 Month
+3.92%
3 Months
+12.81%
6 Months
+15.89%
YTD
+14.94%
1 Year
+24.68%
3 Years (annualized)
+12.04%
5 Years (annualized)
+9.39%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVIIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
CRSP US Large Cap Value Index(^CRSPLCV1)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+9.49%
vs Peers
+5.45%

MVIIX Mutual Fund Performance

MVIIX performance across multiple time periods: 1-month 3.92%, YTD 14.94%, 1-year 24.68%, 3-year 12.04%, 5-year 9.39%, 10-year 12.37%.

MVIIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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