MCBVX Mutual Fund

NAV$32.91

Returns Overview

1 Month
+4.47%
3 Months
+11.47%
6 Months
+12.38%
YTD
+11.20%
1 Year
+18.25%
3 Years (annualized)
+11.61%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.70%

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
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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+10.82%
vs Peers
+0.38%

MCBVX Mutual Fund Performance

MCBVX performance across multiple time periods: 1-month 4.47%, YTD 11.20%, 1-year 18.25%, 3-year 11.61%, 5-year 7.68%, 10-year 9.70%.

MCBVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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