MCCVX Mutual Fund

MCCVX Mutual Fund

NAV$22.24
See how much of MCCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.18%
3 Months
-0.88%
6 Months
+9.68%
YTD
+17.36%
1 Year
+23.15%
3 Years (annualized)
+13.53%
5 Years (annualized)
+6.42%
10 Years (annualized)
+10.03%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+17.36%
Peer Avg (YTD)
+12.29%
vs Peers
+5.07%

MCCVX Mutual Fund Performance

MCCVX performance across multiple time periods: 1-month 0.18%, YTD 17.36%, 1-year 23.15%, 3-year 13.53%, 5-year 6.42%, 10-year 10.03%.

MCCVX returns outperform the peer average of 12.29% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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