MCLVX Mutual Fund

MCLVX Mutual Fund

NAV$31.85
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Returns Overview

1 Month
-3.06%
3 Months
+2.81%
6 Months
+18.50%
YTD
+20.24%
1 Year
+27.52%
3 Years (annualized)
+21.16%
5 Years (annualized)
+12.11%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCLVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.24%
Peer Avg (YTD)
+10.00%
vs Peers
+10.24%

MCLVX Mutual Fund Performance

MCLVX performance across multiple time periods: 1-month -3.06%, YTD 20.24%, 1-year 27.52%, 3-year 21.16%, 5-year 12.11%, 10-year 12.10%.

MCLVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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