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Praxis Value Index I (MVIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.11+0.28 (+1.57%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.92%
5-year average return13.16%
Number of years up11
Number of years down6
Best 1-yr total return (30 May 2024)32.74%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return32.74%
Worst 3-yr total return6.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVIIXCategory
YTD2.38%4.44%
1-month-4.64%-4.04%
3-month2.20%4.09%
1-year15.60%14.37%
3-year7.67%6.04%
5-year10.90%9.20%
10-year9.73%8.57%
Last bull market23.46%22.97%
Last bear market-11.06%-11.27%

Annual total return (%) history

Year
MVIIXCategory
2024
N/AN/A
2023
20.42%11.63%
2022
-7.55%-5.90%
2021
25.08%26.22%
2020
4.07%2.91%
2019
32.74%25.04%
2018
-8.06%-8.53%
2017
16.91%15.94%
2016
16.75%14.81%
2015
-6.00%-4.05%
2014
13.03%10.21%
2013
32.26%31.21%
2012
16.91%14.57%
2011
-2.80%-0.75%
2010
14.53%13.66%
2009
22.82%24.13%
2008
-39.94%-37.09%
2007
-6.46%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.36%N/AN/AN/A
20235.05%6.20%-4.23%12.71%
2022-2.10%-11.06%-5.55%12.40%
202110.49%4.87%-0.36%8.33%
2020-24.23%14.50%5.22%14.02%
201912.29%4.64%3.27%9.40%
2018-2.98%1.80%5.67%-11.91%
20173.82%1.84%3.54%6.79%
20161.98%3.71%3.50%6.65%
2015-0.88%0.24%-9.45%4.48%
20142.78%5.15%0.17%4.40%
201312.37%3.60%3.67%9.59%
201211.84%-3.57%6.04%2.23%
20115.44%-0.96%-16.22%11.10%
20107.23%-10.45%8.71%9.70%
2009-16.29%19.05%18.61%3.91%
2008-10.23%-8.08%-3.66%-24.45%
20070.53%4.18%-2.54%-8.35%
20066.25%7.47%N/AN/A

Rank in category (by total return)

YTD84
1-month75
3-month86
1-year41
3-year22
5-year22

Load adjusted returns

1-year15.60%
3-year7.67%
5-year10.90%
10-year9.73%