MCCVX Mutual Fund

NAV$22.63

Returns Overview

1 Month
+1.90%
3 Months
+16.34%
6 Months
+20.66%
YTD
+19.60%
1 Year
+30.66%
3 Years (annualized)
+14.70%
5 Years (annualized)
+7.12%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCCVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+19.60%
Peer Avg (YTD)
+18.00%
vs Peers
+1.59%

MCCVX Mutual Fund Performance

MCCVX performance across multiple time periods: 1-month 1.90%, YTD 19.60%, 1-year 30.66%, 3-year 14.70%, 5-year 7.12%, 10-year 10.87%.

MCCVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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