MCVSX Mutual Fund

MCVSX Mutual Fund

NAV$25.80
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Returns Overview

1 Month
+4.89%
3 Months
-2.93%
6 Months
+5.15%
YTD
+19.30%
1 Year
+24.71%
3 Years (annualized)
+15.28%
5 Years (annualized)
+13.88%
10 Years (annualized)
+14.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+12.21%
vs Peers
+7.09%

MCVSX Mutual Fund Performance

MCVSX performance across multiple time periods: 1-month 4.89%, YTD 19.30%, 1-year 24.71%, 3-year 15.28%, 5-year 13.88%, 10-year 14.58%.

MCVSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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