MCVRX Mutual Fund

NAV$34.04

Returns Overview

1 Month
+4.48%
3 Months
+11.58%
6 Months
+12.65%
YTD
+11.43%
1 Year
+18.80%
3 Years (annualized)
+12.18%
5 Years (annualized)
+8.26%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVRX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+10.82%
vs Peers
+0.62%

MCVRX Mutual Fund Performance

MCVRX performance across multiple time periods: 1-month 4.48%, YTD 11.43%, 1-year 18.80%, 3-year 12.18%, 5-year 8.26%, 10-year 9.98%.

MCVRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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