MCMVX Mutual Fund

MCMVX Mutual Fund

NAV$25.23
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Returns Overview

1 Month
-1.45%
3 Months
+9.00%
6 Months
+12.14%
YTD
+19.08%
1 Year
+25.95%
3 Years (annualized)
+16.03%
5 Years (annualized)
+9.94%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCMVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.08%
Peer Avg (YTD)
+9.54%
vs Peers
+9.54%

MCMVX Mutual Fund Performance

MCMVX performance across multiple time periods: 1-month -1.45%, YTD 19.08%, 1-year 25.95%, 3-year 16.03%, 5-year 9.94%, 10-year 13.32%.

MCMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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