MCBVX Mutual Fund

MCBVX Mutual Fund

NAV$31.85
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Returns Overview

1 Month
+1.61%
3 Months
+7.18%
6 Months
+10.12%
YTD
+14.20%
1 Year
+18.55%
3 Years (annualized)
+11.70%
5 Years (annualized)
+8.31%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+9.54%
vs Peers
+4.66%

MCBVX Mutual Fund Performance

MCBVX performance across multiple time periods: 1-month 1.61%, YTD 14.20%, 1-year 18.55%, 3-year 11.70%, 5-year 8.31%, 10-year 9.37%.

MCBVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

MCBVX vs another fund shows side-by-side returns. MCBVX alternatives are available in the Mutual Fund Screener.