MCVSX Mutual Fund

MCVSX Mutual Fund

NAV$25.15
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Returns Overview

1 Month
-0.97%
3 Months
+5.71%
6 Months
+11.26%
YTD
+22.95%
1 Year
+24.86%
3 Years (annualized)
+12.20%
5 Years (annualized)
+14.95%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCVSX 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
PROUpgrade to run
🏦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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.95%
Peer Avg (YTD)
+15.20%
vs Peers
+7.75%

MCVSX Mutual Fund Performance

MCVSX performance across multiple time periods: 1-month -0.97%, YTD 22.95%, 1-year 24.86%, 3-year 12.20%, 5-year 14.95%, 10-year 14.39%.

MCVSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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