MVCGX Mutual Fund

MVCGX Mutual Fund

NAV$29.85
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Returns Overview

1 Month
-6.05%
3 Months
-3.71%
6 Months
+7.32%
YTD
+7.08%
1 Year
+9.29%
3 Years (annualized)
+13.27%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.42%

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)
+7.08%
Peer Avg (YTD)
+6.72%
vs Peers
+0.36%

MVCGX Mutual Fund Performance

MVCGX performance across multiple time periods: 1-month -6.05%, YTD 7.08%, 1-year 9.29%, 3-year 13.27%, 5-year 8.03%, 10-year 9.42%.

MVCGX returns outperform the peer average of 6.72% 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.