MCCVX Mutual Fund

MCCVX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
-2.90%
3 Months
+3.04%
6 Months
+12.56%
YTD
+17.15%
1 Year
+24.90%
3 Years (annualized)
+12.70%
5 Years (annualized)
+6.76%
10 Years (annualized)
+10.05%

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
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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)
+17.15%
Peer Avg (YTD)
+13.29%
vs Peers
+3.86%

MCCVX Mutual Fund Performance

MCCVX performance across multiple time periods: 1-month -2.90%, YTD 17.15%, 1-year 24.90%, 3-year 12.70%, 5-year 6.76%, 10-year 10.05%.

MCCVX returns outperform the peer average of 13.29% 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.