Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCMVX (MONONGAHELA ALL CAP VALUE FUND MONONGAHELA ALL CAP VALUE FUND) | 15.57% | 28.70% | 18.30% | 9.13% | 12.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCMVX (MONONGAHELA ALL CAP VALUE FUND MONONGAHELA ALL CAP VALUE FUND) | 07/05/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 28.70 | 18.30 | 9.13 | 12.88 | NA | NA | … | … | 15.57 | 5.87 | 15.38 | 12.18 | -7.73 | 22.57 | 13.16 | 26.98 | -8.10 | 20.76 | 21.29 | -5.15 | 5.84 | 13.76 |
| Sharpe Ratio | NA | 1.74 | 0.96 | 0.39 | 0.62 | NA | NA | … | … | 2.32 | 0.16 | 0.87 | 0.63 | -0.43 | 1.63 | 0.37 | 1.96 | -0.61 | 2.32 | 1.48 | -0.37 | 0.54 | 3.69 |
| Standard Deviation(%) | NA | 14.40 | 15.63 | 16.63 | 18.10 | NA | NA | … | … | 15.58 | 19.45 | 13.45 | 13.58 | 21.23 | 13.86 | 34.62 | 13.00 | 15.71 | 8.69 | 14.22 | 14.13 | 10.77 | 8.12 |
| Draw Down(%) | NA | 8.56 | 21.07 | 21.07 | 36.75 | NA | NA | … | … | 8.56 | 20.06 | 6.67 | 10.36 | 19.11 | 6.81 | 36.75 | 7.24 | 19.45 | 3.78 | 8.75 | 15.80 | 7.87 | 2.11 |
| Yield(%) | 0.00 | 6.81 | 6.03 | 5.24 | 7.32 | 6.04 | 4.53 | … | … | 0.00 | 6.72 | 5.93 | 3.52 | 4.21 | 8.71 | 1.40 | 3.81 | 5.85 | 11.29 | 2.55 | 1.63 | 1.88 | 1.72 |
Data as of 06/04/2026, Common starting date is 07/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCMVX (MONONGAHELA ALL CAP VALUE FUND MONONGAHELA ALL CAP VALUE FUND) |
-0.14%
Mar 2017 – Mar 2020 |
3.73%
Mar 2015 – Mar 2020 |
8.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCMVX (MONONGAHELA ALL CAP VALUE FUND MONONGAHELA ALL CAP VALUE FUND) |
20.76%
Dec 2018 – Dec 2021 |
16.96%
May 2016 – May 2021 |
13.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart