MCLVX Mutual Fund

MCLVX Mutual Fund

NAV$31.44
See how much of MCLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.00%
3 Months
+9.30%
6 Months
+16.87%
YTD
+25.06%
1 Year
+34.37%
3 Years (annualized)
+21.16%
5 Years (annualized)
+12.11%
10 Years (annualized)
+12.10%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+25.06%
Peer Avg (YTD)
+12.44%
vs Peers
+12.62%

MCLVX Mutual Fund Performance

MCLVX performance across multiple time periods: 1-month 2.00%, YTD 25.06%, 1-year 34.37%, 3-year 21.16%, 5-year 12.11%, 10-year 12.10%.

MCLVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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