MVCCX Mutual Fund

NAV$32.21

Returns Overview

1 Month
+4.45%
3 Months
+11.43%
6 Months
+12.36%
YTD
+11.19%
1 Year
+18.20%
3 Years (annualized)
+11.60%
5 Years (annualized)
+7.67%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVCCX 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)
+11.19%
Peer Avg (YTD)
+10.82%
vs Peers
+0.38%

MVCCX Mutual Fund Performance

MVCCX performance across multiple time periods: 1-month 4.45%, YTD 11.19%, 1-year 18.20%, 3-year 11.60%, 5-year 7.67%, 10-year 10.23%.

MVCCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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