MCMVX Mutual Fund

MCMVX Mutual Fund

NAV$24.24
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Returns Overview

1 Month
-4.16%
3 Months
-4.35%
6 Months
+11.09%
YTD
+14.40%
1 Year
+19.59%
3 Years (annualized)
+17.35%
5 Years (annualized)
+10.03%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCMVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+6.72%
vs Peers
+7.68%

MCMVX Mutual Fund Performance

MCMVX performance across multiple time periods: 1-month -4.16%, YTD 14.40%, 1-year 19.59%, 3-year 17.35%, 5-year 10.03%, 10-year 12.69%.

MCMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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