MVCAX Mutual Fund

NAV$35.16

Returns Overview

1 Month
+4.50%
3 Months
+11.65%
6 Months
+12.80%
YTD
+11.58%
1 Year
+19.11%
3 Years (annualized)
+12.48%
5 Years (annualized)
+8.51%
10 Years (annualized)
+10.12%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+10.82%
vs Peers
+0.76%

MVCAX Mutual Fund Performance

MVCAX performance across multiple time periods: 1-month 4.50%, YTD 11.58%, 1-year 19.11%, 3-year 12.48%, 5-year 8.51%, 10-year 10.12%.

MVCAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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