MSVVX vs. MFHVX

Last updated Apr 2, 2026

Compare and contrast key facts about Mesirow Small Company Sustainability Fund (MSVVX) and Mesirow High Yield Fund (MFHVX).

MSVVX is managed by Mesirow. It was launched on Dec 19, 2018. MFHVX is managed by Mesirow. It was launched on Dec 3, 2018.

Performance

MSVVX vs. MFHVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mesirow Small Company Sustainability Fund (MSVVX) and Mesirow High Yield Fund (MFHVX). The values are adjusted to include any dividend payments, if applicable.

MSVVX vs. MFHVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
MSVVX Mesirow Small Company Sustainability Fund	-4.38%	-59.78%	13.89%	12.04%	-5.18%	26.12%	7.06%	22.95%	-2.26%
MFHVX Mesirow High Yield Fund	-1.11%	4.56%	9.72%	14.09%	-12.06%	10.53%	6.88%	12.81%	-1.38%

Returns By Period

In the year-to-date period, MSVVX achieves a -4.38% return, which is significantly lower than MFHVX's -1.11% return.

MSVVX

• 1D: 2.78%
• 1M: -8.22%
• YTD: -4.38%
• 6M: -64.21%
• 1Y: -59.36%
• 3Y*: -22.21%
• 5Y*: -13.19%
• 10Y*: —

MFHVX

• 1D: 0.38%
• 1M: -2.59%
• YTD: -1.11%
• 6M: -1.97%
• 1Y: 3.63%
• 3Y*: 7.82%
• 5Y*: 3.81%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MSVVX vs. MFHVX - Expense Ratio Comparison

MSVVX has a 3.06% expense ratio, which is higher than MFHVX's 1.43% expense ratio.

MSVVX

Mesirow Small Company Sustainability Fund

MFHVX

Mesirow High Yield Fund

Return for Risk

MSVVX vs. MFHVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSVVX

MSVVX Risk / Return Rank: 0
MSVVX Sharpe Ratio Rank: 0
MSVVX Sortino Ratio Rank: 1
MSVVX Omega Ratio Rank: 0
MSVVX Calmar Ratio Rank: 0
MSVVX Martin Ratio Rank: 1

MFHVX

MFHVX Risk / Return Rank: 35
MFHVX Sharpe Ratio Rank: 43
MFHVX Sortino Ratio Rank: 36
MFHVX Omega Ratio Rank: 43
MFHVX Calmar Ratio Rank: 29
MFHVX Martin Ratio Rank: 24

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSVVX vs. MFHVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mesirow Small Company Sustainability Fund (MSVVX) and Mesirow High Yield Fund (MFHVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	MSVVX	MFHVX	Difference
Sharpe ratio Return per unit of total volatility	-0.89	0.94	-1.83
Sortino ratio Return per unit of downside risk	-0.79	1.27	-2.06
Omega ratio Gain probability vs. loss probability	0.71	1.20	-0.49
Calmar ratio Return relative to maximum drawdown	-0.89	0.93	-1.82
Martin ratio Return relative to average drawdown	-1.78	2.85	-4.63
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MSVVX vs. MFHVX - Sharpe Ratio Comparison

The current MSVVX Sharpe Ratio is -0.89, which is lower than the MFHVX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of MSVVX and MFHVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MSVVX	MFHVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.89	0.94	-1.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.38	1.11	-1.49
Sharpe Ratio (All Time) Calculated using the full available price history	-0.11	1.22	-1.33

Correlation

The correlation between MSVVX and MFHVX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

MSVVX vs. MFHVX - Dividend Comparison

MSVVX has not paid dividends to shareholders, while MFHVX's dividend yield for the trailing twelve months is around 8.89%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
MSVVX Mesirow Small Company Sustainability Fund	0.00%	0.00%	7.98%	4.49%	2.89%	23.76%	0.44%	7.93%	0.45%
MFHVX Mesirow High Yield Fund	8.89%	9.41%	8.98%	9.66%	8.95%	8.44%	7.30%	8.61%	0.04%

Drawdowns

MSVVX vs. MFHVX - Drawdown Comparison

The maximum MSVVX drawdown since its inception was -66.28%, which is greater than MFHVX's maximum drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for MSVVX and MFHVX.

Drawdown Indicators

	MSVVX	MFHVX	Difference
Max Drawdown Largest peak-to-trough decline	-66.28%	-20.95%	-45.33%
Max Drawdown (1Y) Largest decline over 1 year	-66.28%	-3.61%	-62.67%
Max Drawdown (5Y) Largest decline over 5 years	-66.28%	-13.54%	-52.74%
Current Drawdown Current decline from peak	-65.34%	-2.80%	-62.54%
Average Drawdown Average peak-to-trough decline	-8.72%	-3.14%	-5.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.35%	1.18%	+32.17%

Volatility

MSVVX vs. MFHVX - Volatility Comparison

Mesirow Small Company Sustainability Fund (MSVVX) has a higher volatility of 6.28% compared to Mesirow High Yield Fund (MFHVX) at 1.48%. This indicates that MSVVX's price experiences larger fluctuations and is considered to be riskier than MFHVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MSVVX	MFHVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.28%	1.48%	+4.80%
Volatility (6M) Calculated over the trailing 6-month period	100.07%	2.26%	+97.81%
Volatility (1Y) Calculated over the trailing 1-year period	66.66%	4.01%	+62.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.72%	3.45%	+31.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.67%	4.46%	+29.21%