MVTIX Mutual Fund

NAV$11.08

Returns Overview

1 Month
-1.06%
3 Months
+3.63%
6 Months
+3.42%
YTD
+2.60%
1 Year
+8.85%
3 Years (annualized)
+7.64%
5 Years (annualized)
+5.11%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVTIX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+10.82%
vs Peers
-8.22%

MVTIX Mutual Fund Performance

MVTIX performance across multiple time periods: 1-month -1.06%, YTD 2.60%, 1-year 8.85%, 3-year 7.64%, 5-year 5.11%, 10-year 7.90%.

MVTIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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