MCVRX Mutual Fund

MCVRX Mutual Fund

NAV$32.56
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Returns Overview

1 Month
-6.02%
3 Months
-3.59%
6 Months
+7.57%
YTD
+7.43%
1 Year
+9.80%
3 Years (annualized)
+13.26%
5 Years (annualized)
+8.24%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVRX 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)
+7.43%
Peer Avg (YTD)
+6.72%
vs Peers
+0.71%

MCVRX Mutual Fund Performance

MCVRX performance across multiple time periods: 1-month -6.02%, YTD 7.43%, 1-year 9.80%, 3-year 13.26%, 5-year 8.24%, 10-year 9.79%.

MCVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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