MVCGX Mutual Fund

NAV$31.43

Returns Overview

1 Month
+4.47%
3 Months
+11.46%
6 Months
+12.41%
YTD
+11.21%
1 Year
+18.23%
3 Years (annualized)
+11.59%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+10.82%
vs Peers
+0.39%

MVCGX Mutual Fund Performance

MVCGX performance across multiple time periods: 1-month 4.47%, YTD 11.21%, 1-year 18.23%, 3-year 11.59%, 5-year 7.70%, 10-year 9.76%.

MVCGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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