MVCKX Mutual Fund

MVCKX Mutual Fund

NAV$34.80
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Returns Overview

1 Month
+0.95%
3 Months
+7.37%
6 Months
+7.53%
YTD
+16.06%
1 Year
+17.00%
3 Years (annualized)
+14.54%
5 Years (annualized)
+9.24%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVCKX 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)
+16.06%
Peer Avg (YTD)
+9.89%
vs Peers
+6.17%

MVCKX Mutual Fund Performance

MVCKX performance across multiple time periods: 1-month 0.95%, YTD 16.06%, 1-year 17.00%, 3-year 14.54%, 5-year 9.24%, 10-year 10.66%.

MVCKX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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