MCMVX Mutual Fund

NAV$24.21

Returns Overview

1 Month
-1.94%
3 Months
+7.46%
6 Months
+11.11%
YTD
+16.62%
1 Year
+37.30%
3 Years (annualized)
+19.90%
5 Years (annualized)
+11.50%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCMVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.62%
Peer Avg (YTD)
+10.82%
vs Peers
+5.80%

MCMVX Mutual Fund Performance

MCMVX performance across multiple time periods: 1-month -1.94%, YTD 16.62%, 1-year 37.30%, 3-year 19.90%, 5-year 11.50%, 10-year 14.03%.

MCMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

MCMVX performance comparison shows side-by-side returns with another fund. MCMVX alternatives are available in the Mutual Fund Screener.