MVCAX Mutual Fund

MVCAX Mutual Fund

NAV$35.24
See how much of MVCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.60%
3 Months
+1.13%
6 Months
+8.56%
YTD
+16.00%
1 Year
+19.19%
3 Years (annualized)
+17.45%
5 Years (annualized)
+8.40%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.00%
Peer Avg (YTD)
+10.76%
vs Peers
+5.23%

MVCAX Mutual Fund Performance

MVCAX performance across multiple time periods: 1-month 6.60%, YTD 16.00%, 1-year 19.19%, 3-year 17.45%, 5-year 8.40%, 10-year 10.57%.

MVCAX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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