MCNVX Mutual Fund

NAV$23.55

Returns Overview

1 Month
+2.03%
3 Months
+16.75%
6 Months
+21.40%
YTD
+20.37%
1 Year
+32.39%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.55%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCNVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+20.37%
Peer Avg (YTD)
+18.00%
vs Peers
+2.37%

MCNVX Mutual Fund Performance

MCNVX performance across multiple time periods: 1-month 2.03%, YTD 20.37%, 1-year 32.39%, 3-year 16.28%, 5-year 8.55%, 10-year 12.31%.

MCNVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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