MCVCX Mutual Fund

MCVCX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
+2.89%
3 Months
+7.23%
6 Months
+5.01%
YTD
+10.79%
1 Year
+11.34%
3 Years (annualized)
+10.05%
5 Years (annualized)
+5.01%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVCX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+9.89%
vs Peers
+0.90%

MCVCX Mutual Fund Performance

MCVCX performance across multiple time periods: 1-month 2.89%, YTD 10.79%, 1-year 11.34%, 3-year 10.05%, 5-year 5.01%, 10-year 7.18%.

MCVCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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