MVCCX Mutual Fund

MVCCX Mutual Fund

NAV$32.15
See how much of MVCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.53%
3 Months
+0.92%
6 Months
+8.17%
YTD
+14.07%
1 Year
+18.33%
3 Years (annualized)
+16.57%
5 Years (annualized)
+7.59%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVCCX 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)
+14.07%
Peer Avg (YTD)
+8.01%
vs Peers
+6.06%

MVCCX Mutual Fund Performance

MVCCX performance across multiple time periods: 1-month 6.53%, YTD 14.07%, 1-year 18.33%, 3-year 16.57%, 5-year 7.59%, 10-year 9.74%.

MVCCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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