# Monongahela All Cap Value (MCMVX)

> Source: Nexqual · https://nexqual.com/MCMVX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, Monongahela All Cap Value (MCMVX), nexqual.com/MCMVX" · informational, not investment advice.

**Price:** USD 24.55 (-0.89% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 24.77 · day 24.55–24.55 · 52w 20.55–25.33 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +21.0% vs S&P 500 +13.4%; 5Y +62.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +21.0% | +62.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +21.1% | +10.3% |
| Volatility (annualized) | 14.0% | 15.5% |
| Max drawdown | -8.6% (Feb 2026→Mar 2026) | -18.5% (Nov 2024→Mar 2025) |

## Peers
NEJYX (Vaughan Nelson Small Cap Value ) USD 23.32 +0.00% · PFSLX (Paradigm Select Fund) USD 126.52 +0.00% · PVIVX (Paradigm Micro-Cap Fund) USD 53.77 -0.00% · VRGEX (Virtus Duff & Phelps Global Rea) USD 36.58 -0.00% · FSTLX (Federated Hermes MDT Large Cap ) USD 42.25 +0.00%

## More
Full page: https://nexqual.com/MCMVX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt