MCCVX Mutual Fund

MCCVX Mutual Fund

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Returns Overview

1 Month
-1.47%
3 Months
-4.16%
6 Months
+11.50%
YTD
+14.62%
1 Year
+19.35%
3 Years (annualized)
+13.53%
5 Years (annualized)
+6.42%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCCVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+10.47%
vs Peers
+4.15%

MCCVX Mutual Fund Performance

MCCVX performance across multiple time periods: 1-month -1.47%, YTD 14.62%, 1-year 19.35%, 3-year 13.53%, 5-year 6.42%, 10-year 10.03%.

MCCVX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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