MCLVX Mutual Fund

MCLVX Mutual Fund

NAV$31.46
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Returns Overview

1 Month
+3.97%
3 Months
+10.54%
6 Months
+17.51%
YTD
+22.60%
1 Year
+36.55%
3 Years (annualized)
+19.59%
5 Years (annualized)
+12.01%
10 Years (annualized)
+12.07%

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
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🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.60%
Peer Avg (YTD)
+11.41%
vs Peers
+11.19%

MCLVX Mutual Fund Performance

MCLVX performance across multiple time periods: 1-month 3.97%, YTD 22.60%, 1-year 36.55%, 3-year 19.59%, 5-year 12.01%, 10-year 12.07%.

MCLVX returns outperform the peer average of 11.41% 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.