MRCVX Mutual Fund

MRCVX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+1.53%
3 Months
+3.57%
6 Months
+3.34%
YTD
+6.19%
1 Year
+4.94%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.12%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCVX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+3.98%
vs Peers
+2.21%

MRCVX Mutual Fund Performance

MRCVX performance across multiple time periods: 1-month 1.53%, YTD 6.19%, 1-year 4.94%, 3-year 5.36%, 5-year 2.12%, 10-year 3.57%.

MRCVX returns outperform the peer average of 3.98% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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