MVCAX Mutual Fund

MVCAX Mutual Fund

NAV$33.64
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Returns Overview

1 Month
-6.00%
3 Months
-3.54%
6 Months
+7.70%
YTD
+7.63%
1 Year
+10.07%
3 Years (annualized)
+14.12%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVCAX 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)
+7.63%
Peer Avg (YTD)
+6.72%
vs Peers
+0.91%

MVCAX Mutual Fund Performance

MVCAX performance across multiple time periods: 1-month -6.00%, YTD 7.63%, 1-year 10.07%, 3-year 14.12%, 5-year 8.84%, 10-year 10.24%.

MVCAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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