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Monongahela All Cap Value (MCMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.42-0.19 (-0.97%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.82%
5-year average return11.30%
Number of years up7
Number of years down3
Best 1-yr total return (24 June 2024)26.98%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return26.98%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCMVXCategory
YTD7.76%21.28%
1-month1.93%-1.96%
3-month3.76%4.90%
1-year24.91%55.83%
3-year4.67%11.08%
5-year12.77%11.93%
10-year10.16%10.64%
Last bull market27.02%25.54%
Last bear market-11.43%-22.08%

Annual total return (%) history

Year
MCMVXCategory
2024
N/AN/A
2023
12.18%N/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
202410.45%N/AN/AN/A
20231.19%3.36%-1.77%9.18%
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)

YTD30
1-month93
3-month48
1-year40
3-year59
5-year25

Load adjusted returns

1-year24.91%
3-year4.67%
5-year12.77%
10-year10.16%