MCVIX Mutual Fund

MCVIX Mutual Fund

NAV$36.78
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Returns Overview

1 Month
+1.70%
3 Months
+7.44%
6 Months
+10.65%
YTD
+14.88%
1 Year
+19.71%
3 Years (annualized)
+12.26%
5 Years (annualized)
+9.04%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.88%
Peer Avg (YTD)
+9.54%
vs Peers
+5.34%

MCVIX Mutual Fund Performance

MCVIX performance across multiple time periods: 1-month 1.70%, YTD 14.88%, 1-year 19.71%, 3-year 12.26%, 5-year 9.04%, 10-year 10.13%.

MCVIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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