MCSVX Mutual Fund

NAV$18.21

Returns Overview

3 Months
+1.00%
6 Months
-1.94%
YTD
+0.33%
1 Year
+3.57%
3 Years (annualized)
+4.31%
5 Years (annualized)
+5.58%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSVX 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)
+0.33%
Peer Avg (YTD)
+14.67%
vs Peers
-14.34%

MCSVX Mutual Fund Performance

MCSVX performance across multiple time periods: YTD 0.33%, 1-year 3.57%, 3-year 4.31%, 5-year 5.58%, 10-year 7.00%.

MCSVX returns trail the peer average of 14.67% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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