MCVAX Mutual Fund

MCVAX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
-9.30%
3 Months
-1.47%
6 Months
+2.03%
YTD
+0.90%
1 Year
+2.71%
3 Years (annualized)
+10.83%
5 Years (annualized)
+4.56%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVAX 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
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📉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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+6.73%
vs Peers
-5.82%

MCVAX Mutual Fund Performance

MCVAX performance across multiple time periods: 1-month -9.30%, YTD 0.90%, 1-year 2.71%, 3-year 10.83%, 5-year 4.56%, 10-year 7.32%.

MCVAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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