MCVIX Mutual Fund

MCVIX Mutual Fund

NAV$34.97
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Returns Overview

1 Month
-5.97%
3 Months
-3.46%
6 Months
+7.87%
YTD
+7.87%
1 Year
+10.39%
3 Years (annualized)
+14.41%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+6.72%
vs Peers
+1.14%

MCVIX Mutual Fund Performance

MCVIX performance across multiple time periods: 1-month -5.97%, YTD 7.87%, 1-year 10.39%, 3-year 14.41%, 5-year 9.11%, 10-year 10.51%.

MCVIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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