MCDVX Mutual Fund

MCDVX Mutual Fund

NAV$20.42
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Returns Overview

1 Month
-3.35%
3 Months
+0.55%
6 Months
+14.19%
YTD
+11.58%
1 Year
+18.00%
3 Years (annualized)
+17.54%
5 Years (annualized)
+10.57%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+10.00%
vs Peers
+1.58%

MCDVX Mutual Fund Performance

MCDVX performance across multiple time periods: 1-month -3.35%, YTD 11.58%, 1-year 18.00%, 3-year 17.54%, 5-year 10.57%, 10-year 11.07%.

MCDVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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