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Monongahela All Cap Value (MCMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
17.13-0.04 (-0.23%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.57%
5-Year Average Return7.40%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Sep 20, 2023)26.98%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return26.98%
Worst 3-Yr Total Return6.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMCMVXCategory
YTD2.57%21.28%
1-Month-1.38%-1.96%
3-Month-0.87%4.90%
1-Year8.45%55.83%
3-Year11.45%11.08%
5-Year7.40%11.93%
10-Year9.43%10.64%
Last Bull Market40.47%25.54%
Last Bear Market-11.43%-22.08%

Annual Total Return (%) History

Year
MCMVXCategory
2023
N/AN/A
2022
-7.74%N/A
2021
22.58%N/A
2020
13.25%2.63%
2019
26.98%25.18%
2018
-8.10%-12.86%
2017
20.76%13.22%
2016
21.29%18.06%
2015
-5.15%-5.41%
2014
5.84%9.31%
2013
N/A35.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.19%3.36%N/AN/A
2022-1.42%-11.43%-6.09%12.52%
202113.82%3.94%-3.44%7.30%
2020-24.83%20.93%6.33%17.17%
201913.36%2.25%1.49%7.94%
2018-1.70%0.65%6.60%-12.86%
20176.36%2.19%4.42%6.41%
20164.60%1.50%7.55%6.23%
20151.46%-1.61%-10.83%6.56%
2014-0.18%3.13%-0.95%3.80%
20137.03%N/AN/AN/A

Rank In Category (By Total Return)

YTD55
1-Month18
3-Month49
1-Year57
3-Year77
5-Year17

Load Adjusted Returns

1-Year7.45%
3-Year11.94%
5-Year8.30%
10-Year10.16%
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