MCLVX Mutual Fund

NAV$32.05

Returns Overview

1 Month
+3.06%
3 Months
+15.26%
6 Months
+17.93%
YTD
+16.95%
1 Year
+31.73%
3 Years (annualized)
+19.22%
5 Years (annualized)
+11.46%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCLVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.95%
Peer Avg (YTD)
+9.49%
vs Peers
+7.46%

MCLVX Mutual Fund Performance

MCLVX performance across multiple time periods: 1-month 3.06%, YTD 16.95%, 1-year 31.73%, 3-year 19.22%, 5-year 11.46%, 10-year 11.93%.

MCLVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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