MCDVX Mutual Fund

MCDVX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
+3.42%
3 Months
+8.56%
6 Months
+11.87%
YTD
+14.77%
1 Year
+26.62%
3 Years (annualized)
+15.91%
5 Years (annualized)
+10.10%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+11.41%
vs Peers
+3.36%

MCDVX Mutual Fund Performance

MCDVX performance across multiple time periods: 1-month 3.42%, YTD 14.77%, 1-year 26.62%, 3-year 15.91%, 5-year 10.10%, 10-year 10.75%.

MCDVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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