MVCKX Mutual Fund

NAV$36.85

Returns Overview

1 Month
+4.56%
3 Months
+11.77%
6 Months
+13.02%
YTD
+11.81%
1 Year
+19.57%
3 Years (annualized)
+10.55%
5 Years (annualized)
+7.57%
10 Years (annualized)
+9.99%

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
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)
+11.81%
Peer Avg (YTD)
+10.82%
vs Peers
+0.99%

MVCKX Mutual Fund Performance

MVCKX performance across multiple time periods: 1-month 4.56%, YTD 11.81%, 1-year 19.57%, 3-year 10.55%, 5-year 7.57%, 10-year 9.99%.

MVCKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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