MVCGX Mutual Fund

MVCGX Mutual Fund

NAV$31.29
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Returns Overview

1 Month
+6.51%
3 Months
+0.91%
6 Months
+8.15%
YTD
+14.05%
1 Year
+18.29%
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 MVCGX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+8.01%
vs Peers
+6.04%

MVCGX Mutual Fund Performance

MVCGX performance across multiple time periods: 1-month 6.51%, YTD 14.05%, 1-year 18.29%, 3-year 16.57%, 5-year 7.59%, 10-year 9.74%.

MVCGX 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.

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