MVISX Mutual Fund

NAV$59.23

Returns Overview

1 Month
+1.86%
3 Months
+3.55%
6 Months
+4.08%
YTD
+7.81%
1 Year
+34.42%
3 Years (annualized)
+25.74%
5 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVISX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+10.82%
vs Peers
-3.01%

MVISX Mutual Fund Performance

MVISX performance across multiple time periods: 1-month 1.86%, YTD 7.81%, 1-year 34.42%, 3-year 25.74%, 5-year 5.01%.

MVISX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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