MCVIX Mutual Fund

MCVIX Mutual Fund

NAV$36.64
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Returns Overview

1 Month
+6.59%
3 Months
+1.17%
6 Months
+8.70%
YTD
+16.22%
1 Year
+19.49%
3 Years (annualized)
+17.73%
5 Years (annualized)
+8.66%
10 Years (annualized)
+10.84%

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)
+16.22%
Peer Avg (YTD)
+10.76%
vs Peers
+5.46%

MCVIX Mutual Fund Performance

MCVIX performance across multiple time periods: 1-month 6.59%, YTD 16.22%, 1-year 19.49%, 3-year 17.73%, 5-year 8.66%, 10-year 10.84%.

MCVIX returns outperform the peer average of 10.76% 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.